What Do I Need To Do To Get Money Out Of My Plan?
Posted on Jun 30, 2014 6:10am PDT
Q. Kassidy R. of Minnesota asks: "What Do I Need to Do to Get Money Out of My Plan?"
A. Brett Disdale from Pension Evaluators & QDROS Of Troyan, Inc Associates
Group, answers: "If you would like to utilize one of the distribution options available
to you, there are several ways to accomplish this. You may login to your
account to download the required forms (you may even be able to apply
for a distribution online, if your employer allows it), contact the plan
sponsor (employer) or contact you Plan directly. At that time, you will
be informed of the procedures and anticipated timeframe for your distribution.
More information is available in your Summary Plan Description. Login
to your account to view this document or contact your employer for a copy."
Brett Disdale
Lead QDRO Writer
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