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.
- Anti-Alienation Rules
- QDRO Basic Requirements
- Plan Procedures
- Taxation Rules
- DOL Guidance
- QDRO Review Checklists
- Allocating Expenses
There are no prerequisites for the program.
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
Continue by clicking on the following link: