QDRO BOOTCAMP
MAY 4, 2023
3pm-6pm
Cost: $250
Limited Availability!
Despite the many advantages of QDROs, they remain a headache for many who deal with them. Mistakes made in settlement language and then in drafting a QDRO can have long-lasting negative implications.
Working with a Certified QDRO SpecialistTM will ensure that the language in your agreement is flawless and that your client’s interests are protected.
Diane C Pappas is certified to draft QDROs for Employer-sponsored Defined Contribution and Defined Benefit Plans, as well as DROs for State, Federal and Military Pension Plans.
Our QDRO Bootcamp will provide an in-depth review of what you need to know when dividing these plans
QDROs
- Identifying the correct type of plan;
- Documents to ask for during discovery;
- When to equalize multiple accounts and when not to;
- How to address pre-marital balances and plan loans;
- What if it can’t be divided by a QDRO?
- Sample settlement agreement language
PENSIONS
- Identify the correct type of pension plan;
- Discovery documents needed;
- Offsetting vs. Deferred Division;
- Bright Line division or Pro-Rata;
- How to use the Marital Coverture Ratio properly
