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Home » Retirement Plans Library
Guide to Assigning and Loaning Benefit Plan Money
Guide to Assigning and Loaning Benefit Plan Money Author:  Paul M. Hamburger, Esq.

From evaluating a qualified domestic relations order (QDRO) to setting up a plan loan, the Guide gives you all the details you need — in plain English.

 
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Written for plan administrators and attorneys as the complete, authoritative source for hands-on advice.
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About This Publication

Featured Topics

  • Exceptions to the Anti-Assignment Rule
  • Qualified Domestic Relations Orders
  • Qualified Medical Child Support Orders
  • Plan Loan Programs
  • Tax Issues
  • Welfare Benefit Plan Assignments
  • Model Forms and Documents

Summary of Contents

100 Introduction and Overview
200 Exceptions to the Anti-Assignment Rule
300 Qualified Domestic Relations Orders
400 Qualified Plan Loans
500 Tax Issues
600 Welfare Plans, IRAs and Other Non-Qualified Plans
Appendix I Federal Statutes
Appendix II Federal Regulations
Appendix III Administrative Rulings and Announcements
Appendix IV Court Decisions
Index

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You can review this product for 30 days. Your annual subscription includes published updates at no additional charge for the 12 month subscription period. 4 updates are expected. If you cancel your subscription within 30 days of receipt, you will receive a full credit upon return of the product together with a request for cancellation.

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