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QDROs [2019]
Date: 2/21/2019 Start Time: 12:00 PM (ET) Duration: 100 Min.

Description

Qualified Domestic Relations Orders are very low on most practitioner’s lists of favorite things to administer. They are often poorly drafted, with inadequate attention to the important details. The process of reviewing, correcting, and processing QDROs consistent with the Plan’s procedures is often confusing and cumbersome. 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

NASBA Field of Study: Taxes

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

How to participate

You will need a phone (speakerphone, for multiple participants sharing the Primary registrant’s authorized connection) and Internet Access. The graphics presentation and illustrations will be viewed via the Primary registrant’s Web connection, while the speaker audio portion will be via the Primary registrant’s telephone. Important Note: The user registrant must be logged in via the internet for CE purposes. Select the "Fees" link on the right side menu of this page for more information about who is authorized to connect to the program, and for the cancellation/transfer policy.

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