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NBI, Inc. presents

 QDRO Process From Start to Finish Audio Conference (Live)

QDRO Process From Start to Finish

Course Description/Agenda

Guard Your Client's Future Security

Nasty surprises. Nobody likes them - especially not at retirement time. Make sure that your clients are thinking about the future when obtaining a divorce today. Get the updated knowledge you need to make sure your clients' retirement security is protected - register today!

• Develop a system for efficiently drafting and implementing QDROs.
• Learn to spot and manage issues that are often overlooked.
• Avoid common malpractice traps.

Agenda

Session Time: 11:00 AM - 12:30 PM Eastern Standard Time
Presenter: Matthew L. Lundy

1. The QDRO Client
   1. The Initial Client Interview
   2. Your New QDRO Client
2. What Does the Judgment Entry Mean?
   1. Plan Identification
      1. Proper Name
      2. Plan Type
         1. What is ERISA?
         2. Non-ERISA Governed Plans
         3. ERISA Governed Plans
         4. Exceptions
   2. Allocation of Interests
      1. Reservation of Jurisdiction vs. Actual Allocation
      2. Is Allocation Sufficiently Clear?
      3. Typical Defined Benefit Plan
      4. Typical Defined Contribution Plan
   3. Freezing Benefits Pending QDRO
      1. WARNING: 18 months to secure qualification or asset returns to participant
      2. Does Judgment Restrain Participant From Accessing His/Her Benefits Pending Qualification of the QDRO?
      3. What to do to Prevent Participant From Accessing His Benefits Pending Qualification of the QDRO
3. Stage 1: Obtaining Needed Information: Discovery
   1. How to Get it
   2. Whom to Ask for it
   3. What You Should Ask for
   4. Reviewing What You Obtained
   5. Discovery Challenges
4. Stage 2: Drafting the QDRO
   1. What is a QDRO?
      1. Elements of the QDRO
      2. What Must a QDRO do?
      3. What Must a QDRO Not do?
   2. Drafting the QDRO: Common Introductory and Factual Terms
   3. Drafting The QDRO: Defined Benefit Plan
      1. Common Terms, i.e. Alternate Payee, Qualified Preretirement Survivor Annuity, etc.
      2. Separate Interest QDRO
      3. Shared Payment QDRO
      4. Dealing with Death of a Party
   4. Drafting the QDRO: Defined Contribution Plan
      1. Allocation and Receipt of Benefits: Tracing
      2. Dealing with Death of a Party: Recent Case Law Updates
   5. Drafting the QDRO: Other Essential Clauses
5. Stage 3: Pre-Review and Pre-Approval of the QDRO
   1. By the Parties
   2. By the Plan
6. Stage 4: Execution, Filing and Service of the QDRO
   1. Execution
   2. Filing
   3. Service
   4. Qualification
   5. Challenges to the Plan Administrator

More Audio Conference Information

NBI, Inc. Course Summary QDRO Process From Start to Finish Delivery Method  Audio Conference (Live) Who Should Attend This course is designed for attorneys. Human resource managers and financial planners may also gain valuable insight.

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