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GETTING STARTED AND CONTACT
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Anything we should know?
Mr. Lundy, My ex wife and I have just finished the collaborative divorce process. The CMSA, an account statement for 401(K) (from April, but all money is in cash and there has been not change with account), and the latest Solo QRP adoption agreement are attached. Please let me know what other items you may need. The plan is to leave the money in cash until the account can be split. Can you please let me know what the process is and anticipated timing? Please e-mail any retainer agreement. Please copy Carrie on all e-mails. Her address is firstname.lastname@example.org. Thanks.
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