403(b) / 457(b)Transactions/QDRO: What is a joinder and does the Plan need to be joined for a QDRO to be issued?

Some states require a 403(b) or 457 Plan to be joined to the domestic relations matter (such as a dissolution) prior to a QDRO being ordered. Tax Deferred Solutions recommends you discuss this matter with your attorney to determine whether joinder is necessary.

In California, please refer to the following link for the California Judicial Branch regarding joinder of a 403(b) or 457 Plan to the proceedings:

http://www.courts.ca.gov/1254.htm

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