Joinders and retirement plans

Post Reply
alunalopez
Posts: 21
Joined: Thu Mar 01, 2018 11:54 pm

Joinders and retirement plans

Post by alunalopez » Fri Mar 02, 2018 12:08 am

Must all the retirement plans in the divorce be joined?

lnixon
Posts: 40
Joined: Sun Feb 25, 2018 10:53 pm

Re: Joinders and retirement plans

Post by lnixon » Fri Mar 02, 2018 12:40 am

No. See Judicial Counsel Form FL 318 with provides a list of what plans must be joined. Generally, all California public plans and some ERISA private plans must be joined. You cannot join military or federal employee plans. It does not hurt to join any ERISA plan if possible in case that ERISA plan will place a hold on the benefit when served with the joinder pleadings.

Post Reply