Ms. Wilder was engaged on my behalf by my Divorce Attorneys, a large Phx Firm, the beginning of April, 2021. Mine is a relatively small Pension Plan and we agreed to split it 50:50. Neither my Attorneys or I could seem to make "contact" with Ms. Wilder, but all the Documents were sent to her... office. Finally in November, apparently one of my attorneys did make contact, telling Ms. Wilder we would likely reach a settlement in December, 2021. I finally spoke with Ms. Wilder on December 2, 2021. I offered to answer any questions she might have, and told her I would gladly participate in this resolution of a 50:50 "SPLIT."
I impressed on Ms. Wilder I needed the "split" amount for the Pension Administrator before December, 30, 2019 or, "I was obligated to take a Required Minimum Distribution ("RMD") on the entire amount and PAY TAXES ON THAT AMOUNT." Ms. Wilder stated, "that is between you and your Plan Administrator", but I'll get to work on this. I spoke again with Ms. Wilder on December 6, 2019 expressing my concerns and my willingness to assist her with any questions or concerns she might have.
I tried to contact her throughout the remainder of December, but she did not respond. She also did not respond to my Attorney's queries. December 30 passed with no communication from Ms. Wilder, and, yes, I was forced to take the full RMD and I am responsible for considerable tax obligations that should have been avoided.
The Divorce Agreement was signed by the Judge in mid-December, 2021. As of mid-February we had no definite communications from Ms. Wilder. When I complained of this to my Attorneys, I was told "perhaps you should handle this yourself" (Strange, but true).
Then "suddenly", Ms. Wilder requested all the documentations we had already supplied. We supplied them again. We were rewarded with no additional communications from Ms. Wilder.
In mid-March we learned Ms. Wilder had consulted the opposition's Forensic Accountant for reasons unknown. This accountant had been excluded from the Court Proceedings by the Trial Judge. Ms. Wilder did NOT inform my attorneys of these inquiries as is customary in these issues...everything is suppose to be done OPENLY. This smacked of obvious apparent partisan actions on Ms. Wilder's part
I then wrote an Email to Ms. Wilder detailing her seemingly non-standard behavior and asking her to complete the task for which she had been contracted and PAID IN ADVANCE. Ms. Wilder attacked me claiming my "tone was condescending, and she did not wish to defend herself". She could not, however, refute anything I said concerning her behavior. She unilateral "withdrew".
We must now incur more expense re-educating a new QDRO person. We have "lost" months in this process. Forewarned is Forearmed!