Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

Executive Director

Employers Council on Flexible Compensation (ECFC)
(Washington DC / Telecommute)
MEP Assistant Team Leader

Nova 401(k) Associates
(Houston TX / Dallas TX / Austin TX / Scottsdale AZ / Telecommute)
Employee Benefits (ERISA) Associate Attorney

Stinson LLP
(Kansas City MO / Minneapolis MN)
Senior Retirement Plan Administrator

RetireWell Administrators, Inc.
(Marlton NJ / Telecommute)
401(k) Plan Administrator
Southern Pension Services
(Tampa FL)
Relationship Manager

Benefit Plans Plus, LLC [BPP]
(Saint Louis MO / Edwardsville IL / Henderson KY)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More National Business Institute Webcasts and Conferences

Top QDRO Mistakes in Divorce

National Business Institute

June 21, 2017
Recorded Online
Webcast

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

Continue by clicking on the following link:
https://bit.ly/2xftSCD

© 2019 BenefitsLink.com, Inc.