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The Complete QDRO Training Manual for Corporations and Plan Administrators

The Complete QDRO Training Manual for Corporations and Plan Administrators

The Complete QDRO Training Manual for Corporations and Plan Administrators

Contributor(s)
By Gary A. Shulman
Update Frequency
Updated annually
Product Line
Wolters Kluwer Legal & Regulatory U.S.
Available formats

Details

The Complete QDRO Training Manual for Corporations and Plan Administrators is a brand new resource that will enhance the knowledge and productivity of your QDRO review staff whether they are seasoned professionals or new to QDRO administration, by delivering:
Over 100 practice-tested recommendations for enhancing your company’s QDRO review set-up procedures

  • Proven QDRO training techniques to turn your QDRO review staff into QDRO professionals
  • QDRO review training tips for avoiding inconsistencies and misinterpretations that can lead to liability exposure for your company
  • The 12 critical steps to follow upon initial receipt of a QDRO
  • 15 ways to increase the accuracy and efficiency of your QDRO review staff
  • 9 model QDROs that can be adapted for your use (for defined benefit, defined contribution, and cash balance plans)

The Complete QDRO Training Manual for Corporations and Plan Administrators is solely dedicated to enhancing the QDRO administration and qualification process for corporations, plan administrators, TPAs, law firms, and employee benefit consulting companies that administer QDROs for their clients.

This truly ground-breaking resource enables you to:

  • Adopt “default procedures” that will expedite and streamline your QDRO review process
  • Revamp outdated administrative QDRO processes that may be jeopardizing your
  • employee’s own pension interests
  • Implement state-of-the-art QDRO procedures and guidelines that will help lower your
  • liability exposure
ISBN: 9781454883357
Pages: 2150
SKU: 1454883359
ETA: Available: Item ships in 3-5 Business Days

Part I: Establishing (or Updating) Your Company’s “Defined Benefit Plan” QDRO Review Set-Up Criteria: What Every Company Needs to Know and Do Before Reviewing Your First (or Next) QDRO

  • Establishing Your “QDRO Review Set-Up Criteria Checklist” for Defined Benefit Plans
  • Duration of Benefit Payments
  • Impact of Post-Retirement Joint and Survivor Annuity (“QJSA”) on “Separate Interest” QDROs
  • Impact of Qualified Pre-Retirement Survivor Annuity (“QPSA”) on “Severed” Interest QDROs
  • Payment of Qualified Pre-Retirement Survivor Annuity (“QPSA”) to Alternate Payee
  • Payment of [Post-Retirement] Qualified Joint and Survivor Annuity (“QJSA”) to Alternate Payee
  • Disposition of Benefits Upon Death of Alternate Payee “Before” Commencement
  • Disposition of Benefits Upon Death of Alternate Payee “After” Commencement

Part II: Establishing (or Updating) Your Company’s “Defined Contribution” Plan QDRO Review Set-Up Criteria: What Every Company Needs To Know and Do Before Reviewing Your First (or Next) QDRO

  • Establishing Your “QDRO Review Set-Up Criteria” Checklist for Defined Contribution Plan QDROs
  • Assignment Date Issues for DC QDROs
  • Investment Gains/Losses for Alternate Payee
  • Outstanding Plan Loans
  • Vesting Status of Plan Participant

PART III: Training New Employees on QDROs

  • Basic Criteria Necessary for Qualifying a “Defined Benefit” Pension Plan QDRO
  • Survivorship Considerations in a “Defined Benefit” Plan QDRO
  • Early Retirement Subsidies
  • Reviewing QDROs for “Defined Contribution” Plans
  • Special Issues to Consider When Reviewing “Defined Contribution” Plan QDROs
  • Administrative Procedures for Reviewing QDROs (The 12-Step Program that All Plan Administrators Should Follow Upon the Receipt of a QDRO)
  • Common Attorney Misunderstandings When Drafting “Defined Benefit” Pension Plan QDROs
  • Common Attorney Misunderstandings When Drafting “Defined Contribution” Plan QDROs
  • Tips for Quick and Efficient Review of “Defined Benefit” Pension Plan QDROs (Including the Proper Sequence for Your Review)
  • Tips for Quick and Efficient Review of “Defined Contribution” Plan QDROs (Including the Proper Sequence for Your Review)
  • 15 Ways to Increase the Accuracy and Efficiency of Your QDRO Review Staff.

PART IV: Review of “Section 414(p)” of the Internal Revenue Code and DOL QDRO Guidelines

  • Review of Section 414(p) of the Internal Revenue Code
  • Review of Department of Labor QDRO Guidelines: Obligations of the Plan Administrator

PART V: “Model QDROs” and “Model QDRO Procedures and Guidelines Manual” for Use by Plan Administrators

  • Model QDROs for “Defined Benefit” Pension Plans
  • Model QDRO for “Defined Contribution” Plan
  • Model QDROs for “Cash-Balance” Pension Plans
  • Model QDROs for Collection of Past-Due Child Support
  • Model QDRO Guidelines and Procedures Manual for Plan Administrators

PART VI: Testing Your Staff’s Knowledge of QDROs

  • Case Studies
  • Multiple Choice Exams

PART VII: Miscellaneous QDRO Topics

  • Reviewing QDROs for Cash Balance Plans
  • How to Administer “Child Support” QDROs
  • Impact of “Same-Sex Marriage” on QDROs

Contributor(s)

Gary A. Shulman, an ERISA attorney with more than 30 years of experience in the benefits and actuarial fields, is the country’s leading authority on Qualified Domestic Relations Orders. Mr. Shulman earned his Bachelor of Science in Mathematics from The Ohio State University and his Juris Doctorate from Cleveland-Marshall College of Law. Mr. Shulman is a frequent lecturer on QDROs for family law bar associations, plan administrator groups, and judicial colleges across the United States. As owner of Shulman & Co., LLC, located in Cleveland, Ohio, Mr. Shulman has drafted and administered QDROs for thousands of attorneys and plan administrators, including many Fortune 500 companies. His consulting and legal background make him uniquely qualified to explain QDRO issues from the perspectives of both lawyers who draft QDROs and plan sponsors who are required to administer them. You can learn more about Gary Shulman and his company by visiting www.shulmanqdro.com.

 

$375.00