Monday, 23 June 2014

I need to subpoena the records of my wife's 401K for our divorce. Should I serve her employer, or do I serve the 401K plan administrator?

Question

I need to subpoena the records of my wife's 401K for our divorce. Should I serve her employer, or do I serve the 401K plan administrator?



Answer

Plan administrator.



Answer

I agree with Mr. McCormick. You serve the plan administrator.



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