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Do the reporting and disclosure provisions of ERISA and the Code apply to alternate payees receiving plan benefits under a QDRO?

April 26, 2017alternate code disclosure ERISA payees Plan

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Do the reporting and disclosure provisions of ERISA and the Code apply to alternate payees receiving plan benefits under a QDRO?

1 Answer

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A-41: Yes, because an alternate payee has all the rights and privileges of a beneficiary under the plan, the payee should receive summary plan descriptions, summary annual reports, and an explanation of ERISA rights as appropriate.