Qualified Domestic Relations Order (QDROs) – What you need to know 1.5 Credits
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A Qualified Domestic Relations Order (QDRO) is a legal document that outlines the division of retirement assets between divorcing spouses or parties involved in a legal separation.
This crucial instrument helps ensure a fair and equitable distribution of retirement benefits, safeguarding the financial interests of both parties. Understanding the key aspects of QDROs is vital for anyone navigating the complexities of divorce or separation involving retirement accounts. In this online CPE Course, we will cover the preparation and implementation of Qualified Domestic Relations Orders (QDROs) in the context of pension plans. It emphasizes the importance of timely QDRO preparation after a divorce settlement to prevent adverse consequences, such as the participant spouse taking a full distribution or the ex-spouse becoming the unintended beneficiary of survivor benefits.
In this CPE Course, we will underscore key points to ensure a smooth QDRO process, including engaging an ERISA attorney for validation, confirming accurate data, meticulous review of QDRO and Marriage Settlement Agreement details, and adherence to plan provisions.
Key topics covered:
Join this CE Tax webinar, it will cover the nature of Qualified Domestic Relations Orders, how they are to be applied and the potential pitfalls that plan sponsors should be sure to avoid in processing the QDRO.
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Stephen Abramson is the President and founding partner of APS Pension & Financial Services established in 1977, a mid-size consulting and actuarial firm employing twenty-two professional and support staff specializing in pension and pension-related services. For over 40 years, APS has been providing closely held businesses with financial services including pension design and administration, business succession planning, and wealth preservation planning. In 2015 APS Investment Management was established to provide fiduciary services to 401(k) and 403(b) plans and in 2018 APS Wealth Management, a Registered Investment Advisor (RIA), was established to provide investment management services to individual clients and retirement plans replacing his previous relationship with a Broker/Dealer. Steve has taught professional level education programs for the American Society of Pension Actuaries; lectured to various professional groups, including the National Conference of CPA Practitioners, The NYS Society of CPAs, Nassau Bar Association, the C.W. Post Tax Institute, and the National Institute of Pension Administrators; and conducted continuing education seminars for Certified Public Accountants for the past 35 years. He is co-author of Plan Smart, Retire Rich published by McGraw Hill in 1998; author of Advisor’s Guide to Qualified Plans originally published by Aspen Publishing in March, 2002 and recently in the process of being updated with the 8th edition, and Retirement Financial Management for Clients Approaching Retirement published by Aspen Publishing in August, 2002. A less technical version of Advisor’s Guide to Qualified Plans entitled Guide to Qualified Retirement Plans: A Plain Language Primer was published by the International Association of Employee Benefits in March 2005. The second edition of this book was released in 2008.
Steve graduated from Cornell University in 1964, earned the designation of Chartered Life Underwriter in 1967 from the American College, Certified Pension Consultant in 1970 from the American Society of Pension Professionals and Actuaries and Chartered Financial Consultant from the American College in 1972.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
LM
Very informative! This is a very "dry" topic but very important information to know when working with divorcing individuals/couples. I found the information very helpful.
SW
The course was informative and relative to my practice. I appreciate your time and found the webinar to be perfect for the situation.
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