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

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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.

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CLE On-Demand Video $197.00
Available 48 hours after the live event

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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.

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Recorded Audio Download (MP3) $197.00
Available 24 hours after the live event

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

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Program Materials

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Program Materials

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CLE Credits By State

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Customer Reviews

The program was full of information directly applicable to the topic.

Paul Houston

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

Terry Traveland

Traveland Law

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

Jonathan Hally

Clark and Feeney

The brevity of the seminar and professional manner in which the webinar was marketed and followed up with my office was appreciated.
 

Martin L. Rogalski

Martin L. Rogalski

I liked the practical examples raised both by the speakers and those with questions; it allowed for an enhanced understanding of issues I have not yet seen in a bankruptcy/family law context.

Noah Bishop

Gresham Family and Bankruptcy Law

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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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