Distributions

Divorce and Retirement Accounts - Qualified Domestic Relations Order (QDRO)

What happens to my retirement account if I get divorced? Many divorce settlements, but not all, include the court awarding a portion of your retirement account to your former spouse, which is referre…

Chandler Julian
Updated 1 month ago by Chandler Julian

How do I request my distribution?

How do I request my distribution?. You will need to fill out a distribution request form and submit that back to us. Contact our support team to receive a distribution form or for help with your dist…

Chandler Julian
Updated 1 month ago by Chandler Julian

Involuntary Distributions

Can my account be forced out of the plan after I'm no longer working for the plan sponsor? It depends on your account balance. But generally, a plan may allow for involuntary distributions (aka force…

Chandler Julian
Updated 6 months ago by Chandler Julian

Required Minimum Distribution (RMD)

What is a Required Minimum Distribution?. A Required Minimum Distribution (RMD) is a government-required withdrawal from a retirement account that starts once you meet certain age, ownership, and wor…

Chandler Julian
Updated 2 months ago by Chandler Julian

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