QDRO Drafting Boot Camp: Preparing QDROs for 401(k)s and Similar Defined Contribution Plans

Strategies for Family Law Practitioners to Help Ensure Administrator Approval and Avoid Unintended Loss of Retirement Benefits

A live 90-minute CLE webinar with interactive Q&A


Thursday, May 25, 2017
1:00pm-2:30pm EDT, 10:00am-11:30am PDT

Early Registration Discount Deadline, Friday, April 28, 2017


This CLE webinar will offer family law attorneys a “boot camp” on drafting qualified domestic relations orders (QDROs) for 401(k)s and similar defined contribution plans. The panel will prepare family law attorneys to draft effective QDROs that will protect their client’s interests and be accepted by plan administrators. The panel will also discuss common QDRO errors and how to avoid them.

Description

Defined contribution plans such as 401(k)s often represent the bulk of many individuals’ assets and dividing retirement accounts is one of the most important aspects of divorce settlements. Mistakes in drafting a QDRO are common and errors can result in loss of benefits to the nonmember spouse. Considering the high likelihood that divorce actions will involve a QDRO that divides 401(k) benefits and the prevalence of the same common errors in such QDROs, family law attorneys should anticipate and avoid mistakes in drafting QDROs.

Many family law attorneys delegate this process to QDRO specialists. However, with a thorough understanding of the best practices for drafting and structuring QDROs and the practical solutions that will prevent the most prevalent errors, experienced family law practitioners will be equipped to prepare their own QDROs for 401(k) plans.

Listen as our panel of experienced attorneys offers family law practitioners a boot camp on drafting QDROs for 401(k)s and similar defined contribution plans. The panel—including attorneys experienced in both drafting QDROs and reviewing and approving them on behalf of benefit plan administrators—will prepare family law attorneys to draft effective QDROs that will protect their client’s interests and be accepted by plan administrators. The panel will also discuss common QDRO errors and how to avoid them and provide a QDRO template for dividing 401(k) plans.

Outline

  1. Overview of QDRO and ERISA requirements
  2. Essential and recommended provisions for QDROs
  3. Common QDRO drafting mistakes and how to avoid them

Benefits

The panel will review these and other key issues:

  • What QDRO provisions are affected by state law?
  • What plan discovery information should be requested and reviewed prior to drafting a QDRO?
  • Should you trust a plan’s QDRO sample language?

Faculty

William J. Cantrell, Esq.
Ogletree Deakins Nash Smoak & Stewart, Tampa, Fla.

Mr. Cantrell's practice focuses on employee benefits and ERISA matters, including the review of QDROs on behalf of employers and the preparation of QDROs for attorneys. He has extensive experience in regularly handling QDRO preparation, reviews, and litigation on behalf of family law attorneys, their clients, and retirement plan administrators. Mr. Cantrell regularly speaks and writes about QDROs and other employee benefits related topics.

Additional faculty to be announced.


Live Webinar

Live Webinar $147.00

Includes Early Discount Savings of $50.00 (through 04/28/17)

Add a colleague on the same connection in the same room for only $97.00 in the shopping cart or by calling customer service.

This webinar is eligible for at least 1.5 general CLE credits.

CLE credits are not available for PR.

*In KS, OH, PA, for more than 1 attendee on the connection you must contact Strafford CLE via email or call 1-800-926-7926 ext. 35 prior to the program for special instructions.


Recordings

CLE On-Demand - Streaming Video

Includes recorded streaming video of full program plus PDF handouts.

On-demand is the only recorded format recognized for CLE credits in DE, IN, KS, LA, MS, NC, OH, OK, SC, TN, VA, WI.

AK, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN*, KS, KY, LA, ME, MN, MO, MT, NC, ND, NH**, NJ, NM, NV, NY, OH*, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY (Note: Some states restrict CLE eligibility based on the age of a program. Refer to our state CLE Map for additional information.)

*Only available for attorneys admitted for more than two years. For OH CLE credits, only programs recorded within the current calendar year are eligible - contact the CLE department for verification.

**NH attendees must self-determine if a program is eligible for credit and self-report their attendance.

CLE On-Demand Video $147.00
Available 48 hours after the live event

Includes Early Discount Savings of $50.00 (through 04/28/17)

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Recorded Event

Includes full event recording plus handouts (available after live webinar).

Strafford is an approved provider and self-study CLE credit is available in most states.

AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KY, ME, MN, MO, MT, ND, NJ, NM, NY, OR, PA, TN, TX, UT, VT, WA, WV, WY (Note: Some states restrict CLE eligibility based on the age of a program. Refer to our state CLE Map for additional information.)

Strafford will process CLE credit for one person on each recording.

Additional copies of a recording can be purchased at a discount. Please call Strafford Customer Service toll-free at 1-800-926-7926 ext 10 or email customerservice@straffordpub.com to place your order.

Recorded Webinar Download $147.00
Available 48 hours after the live event

Includes Early Discount Savings of $50.00 (through 04/28/17)

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Recorded Audio Download (MP3) $147.00
Available 24 hours after the live event

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DVD (Slide Presentation with Audio) $147.00 plus $9.45 S&H
Available ten business days after the live event

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Registration Plus Recorded Event

Best value!

Live Webinar & Webinar Download $224.00

Includes Special Savings of $170.00 (through 04/28/17)

Live Webinar & Audio Download $224.00

Includes Special Savings of $170.00 (through 04/28/17)

Live Webinar & DVD $224.00 plus $9.45 S&H

Includes Special Savings of $170.00 (through 04/28/17)


Webinar

Strafford webinars offer several options for participation: online viewing of speaker-controlled PowerPoint presentations with audio via computer speakers or via phone; or audio only via telephone (download speaker handouts prior to the program).  Please note that our webinars do not feature videos of the presenters.

Early Registration
Discount Deadline
April 28, 2017

or call 1-800-926-7926

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Customer Reviews

The speakers were VERY knowledgeable of the topic and did an outstanding job.

Martin Varon

Alternative Resolution Methods

I enjoyed the webinar's content and look forward to more of them!

Janne McKamey, Esq.

Stearns-Montgomery & Proctor

Strafford's program delivered what was promised and I liked that the speakers immediately got to the point of the program.

Alan R. Katz

Katz & Katz

There was a tremendous amount of information presented in a very limited time period and the outline of topics was very well organized.

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Clark and Feeney

I like the convenience of a webinar since I don't have to travel anywhere.

Robin A. Clark

Clark & Glass

or call 1-800-926-7926

Family Law Advisory Board

Gunnar J. Gitlin

Atty

Gitlin Law Firm

Lynne Z. Gold-Bikin

Partner

Weber Gallagher Simpson Stapleton Fires & Newby

Randall M. Kessler

Founding Partner

Kessler & Solomiany

Paula G. Kirby

Paula G. Kirby

Christopher C. Melcher

Partner

Walzer & Melcher

Julia Swain

Atty

Fox Rothschild

Charles F. Vuotto, Jr.

Partner

Tonneman Vuotto Enis & White

or call 1-800-926-7926

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