Top QDRO Mistakes in Divorce

National Business Institute

Confidently Address QDRO Problems Now to Avoid Issues Down the Road.

Do you have the knowledge you need to advise your clients on QDROs? One simple mistake or omission can result in immense financial losses, litigation, or other serious consequences for clients. Our experienced faculty will address the top QDROs mistakes and challenges faced so you can effectively avoid them in your own practice. Recognize the language landmines of different retirement plans, pick up best practices for avoiding valuation date issues, bypass the many pitfalls of equalization transfers and much more.

Course Content

• Failure to Prepare and File the QDRO in a Timely Manner
• Failure to Conduct Proper Discovery and Take the Necessary Precautions
• Defined Benefit vs. Defined Contribution vs. Cash Balance Plans
• Non-Qualified Retirement Plans: Top Pitfalls
• Recognizing the Different Valuation Methods
• Separate Interest vs. Shared Interest Approach
• Valuation Date Problems and How to Avoid Them
• Dealing with Loans and Delayed Contributions (Defined Contribution)
• Failure to Provide for Gains and Losses (Defined Contribution)
• Addressing Surviving Spouse Benefit Issues (Defined Benefit)
• Failure to Consider Future Vesting Potential (Defined Benefit)
• Incorporating the Necessary Language Into the Separation Agreement
• Avoiding Pitfalls When Performing an Equalization Transfer for Multiple Plans
• Case Law Review: Lessons Learned from QDRO Litigation
• Sample QDRO Checklist, Forms and Informed Consent Notice

Speaker: Donna-Marie Hayle is a member of Ney Hoffecker Peacock & Hayle, LLC

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