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

Recording of a 90-minute CLE webinar with Q&A


Conducted on Thursday, May 25, 2017
Recorded event now available


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.
Cantrell Duarte, Tampa, Fla.

Mr. Cantrell's practice focuses on employee benefits, including advising, preparing, and litigating QDROs on behalf of employers, as well as family law attorneys and their clients.  Mr. Cantrell regularly speaks and writes about QDROs and other employee benefits related topics.


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.

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*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 $197.00

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Recorded Event

Includes full event recording plus handouts.

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 $197.00

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Recorded Audio Download (MP3) $197.00

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DVD (Slide Presentation with Audio) $197.00 plus $9.45 S&H

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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.

Program Materials

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Program Materials

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CLE Credits

Many states grant CLE credits for on-demand streaming audio programs and recorded events. Our programs are pre-approved in many states. Refer to our state CLE map for state-specific information.

or call 1-800-926-7926

Customer Reviews

I appreciated the speakers willingness to share information about issues where there are few outside resources available.

Mary Swayze

Akerman Senterfitt

The knowledge of the speaker was outstanding.

Natalie Camacho Mendoza

Camacho Mendoza Coulter Law Goup

I thought the program was excellent and I learned much more than I expected.

Terry Traveland

Traveland Law

The CLE was reasonably priced and good quality therefore a very good value.

Jim Proctor

Meridian Advantage

It was great that the practitioners used examples from their own practice.

Mark Dumm

Nathan, Bremer, Dumm & Myers

or call 1-800-926-7926

Family Law Advisory Board

Gunnar J. Gitlin

Attorney

The 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 PLC

Christopher C. Melcher

Partner

Walzer & Melcher

Julia Swain

Partner

Fox Rothschild

Charles F. Vuotto, Jr.

Of Counsel

Starr, Gern, Davison & Rubin

or call 1-800-926-7926

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Strafford webinars are backed by our 100% Unconditional Money-Back Guarantee: if you are not satisfied with any of our products, simply let us know and get a full refund. For more information regarding complaints and refunds, please contact us at 1-800-926-7926 ext 10. Complaints regarding this program can be submitted via the course evaluation found in the “Thank you” e-mail at the end of the course.