What Do I Need To Do To Get Money Out Of My Plan?

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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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