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QDROs
Presentor: David Schultz Recorded Date: 7/10/2015 Duration: 100 Min.

Description
This program was recorded during a twp-part live presentation given on July 10, 2015 at 12:00PM EST.
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QDROs

QDROs are very low on most practitioners' lists of favorite things to do. They are frequently drafted poorly, with inadequate attention to the needs of the plan of which they will become a part. This Web-based seminar will focus on the issues and problems associated with handling QDROs from a standpoint of plan administration.

Topics include:

  • Anti-Alienation Rules
  • QDRO Basic Requirements
  • Plan Procedures
  • Taxation Rules
  • DOL Guidance
  • QDRO Review Checklists
  • Allocating Expenses
Prerequisites:

There are no prerequisites for the program.

Level: Intermediate

Instructional Delivery Method
Group – Internet-Based

Speaker: David Schultz, J.D.

Objectives: After attending the program you should be able to:

  • Determine whether a court order is a QDRO
  • Understand a Plans obligations and options with regard to QDROs
  • Identify QDRO drafting issues that can create problems for TPAs and Plan Administrators
  • Explain the procedures Plan Administrators should have in place to address QDRO issues

 

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