Archived
How can I get the best possible outcome in dividing our retirement accounts when the court ordered us to use the same expert?
Susan's answer
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Answered on September 03, 2013
The term "equal division of the accounts" includes the division of the survivor benefits, pursuant to California Family Code section 2610. It also...
Is it embezzlement if my business partner takes money, moves money, hides money during the dissolution process
Susan's answer
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Answered on August 24, 2013
You have several issues going here. I agree, you should retain counsel to assist you, particularly with regard to moving or hiding funds during the...
My 401k is at 0!!??
Susan's answer
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Answered on August 24, 2013
It's possible your employer changed providers. That is, changed to a new investment or third party administrator. You have the right to ask about...
Archived
I was married for 11 years in the State of California. Am I entitled to any portion of my ex-husband's retirement?
Susan's answer
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Answered on August 23, 2013
If your ex-husband was participating in the plan while you were married then you are entitled to a portion. The amount that you are entitled to...
Payroll accounting manipulation, both pay check and pension are affected?
Susan's answer
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Answered on August 20, 2013
I agree with the answer below but will add that with regard to the pension part of your question the plan document for the plan determines how...
Archived
Is there a form in CA that my ex could sign releasing interest in my pension? She remarried well and doesn't need it. (QDRO)
Susan's answer
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Answered on August 08, 2013
Yes, you sure can. If your ex doesn't want her interest you can sign a stipulation to that affect. If your judgment said she gets part but now she...
Archived
My employer never funded the retirement account I was promised. What rights do I have to get what was promised to me?
Susan's answer
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Answered on July 24, 2013
The department of labor regulations require that retirement plans be funded within a certain period of time. In addition, you have the right to...
Will I lose my late husband's CALPERS pension benefits if I remarry?
Susan's answer
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Answered on July 17, 2013
I agree with below but in most cases it should not cause you to lose your benefits. Here is something from the CalPERS website on frequently asked...
Archived
What kind of attorney or other professional should I talk to about pension/401K error by company?
Susan's answer
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Answered on June 27, 2013
You should contact a benefits attorney/ERISA attorney. More details are needed to determine what benefits you lost. You should get a copy of the...
Archived
Employer (law firm) files Chp 11 after failing to invest employee and employer 401k monies - what recourse for employees?
Susan's answer
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Answered on June 26, 2013
If they took the money out of the paychecks but did not put them in the trust within the time frame required by the IRS then you have a claim. You...
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