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Retirement Plan Benefits and QDROs in Divorce

Author : Timothy Voit

Publisher :

Page : 500 pages

File Size : 24,59 MB

Release : 2015-03-31

Category :

ISBN : 9780983321316

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Book Description

Retirement Plan Benefits and QDROs in Divorce is a practical and easy-to-understand guide to placing a value on retirement benefits and preparing QDROs. Specifically developed for those professionals involved in the financial aspects of divorce including accountants, financial and divorce planners, as well as benefit/HR professionals. This text discusses every aspect of the various pension benefits including a comprehensive look at federal pensions, military, and of course those in the private sector.



Qualified Domestic Relations Order Handbook

Author : Gary A. Shulman

Publisher : Wolters Kluwer

Page : 2153 pages

File Size : 11,17 MB

Release : 2006-01-01

Category : Law

ISBN : 0735559767

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Book Description

Distilled from years of Fortune 500 consulting practice, Shulman's administrative tools and techniques in Qualified Domestic Relations Order Handbook help plan administrators streamline the entire QDRO review and compliance process, while cutting the risk of errors, penalties, and litigation. They include model policies and procedures, review checklists, staff training cases, and more. Contains new models and guidelines for drafting airtight QDROs that speed approval, maximize your clients' rights, and steer you through the malpractice minefields of ERISA and the IRC. Author Gary Shulman begins with QDRO basics, then dissects the key elements of defined contribution and defined benefits plans. He walks you through the preparation of QDROs for different plans and conditions -- using tested models and sample language. An entire chapter highlights 17 crucial malpractice traps, followed by checklists, attorney Q&A, and tips on working proactively with plan administrators.



Qualified Domestic Relations Order Answer Book

Author : Victor B. Meyen

Publisher : Aspen Publishers

Page : 608 pages

File Size : 22,49 MB

Release :

Category :

ISBN : 9781567063585

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Book Description

The QDRO ANSWER BOOK is the one source to turn to for comprehensive guidance on administration & compliance of QDROs & QMCSOs. Written for human resources & employee benefit professionals, plan administrators, & attorneys, the QDRO Answer Book provides practical advice & tips on every stage of the QDRO process to ensure legal qualification & compliance at all times. In an easy-to-reference format, it clearly explains retirement plan divisions for qualified & nonqualified plans. Among the hundreds of difficult & complex issues that are thoroughly described & analyzed: Determining whether DROs are qualified Communicating QDRO requirements to attorneys Administering distributions pursuant to QDROs Communicating QDRO procedures to participants & potential alternate payees Segregating plan assets during qualification review Establishing administrative procedures consistent with the new QMSCO rules Notifying participants & potential alternate payees of receipt of DROs To further simplify compliance & administration, the QDRO ANSWER BOOK contains important model language & checklists, as well as relevant cites to primary source material.







What You Should Know about Your Retirement Plan

Author : U.S. Department of Labor

Publisher : GPO FCIC

Page : 44 pages

File Size : 34,81 MB

Release : 2006

Category : Business & Economics

ISBN : 9781612210742

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Book Description

Helps you understand your employer's retirement savings plan, know what information you should review periodically and where to go for help with questions. Explains when and how you can receive retirement benefits, the responsibilities of those who manage



Savings Fitness

Author : Barry Leonard

Publisher : DIANE Publishing

Page : 32 pages

File Size : 50,9 MB

Release : 2007-12

Category : Business & Economics

ISBN : 9781422319024

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Book Description

Many people mistakenly believe that Social Security (SS) will pay for all or most of their retire. needs, but the fact is, since its inception, SS has provided little protection. A comfortable retire. usually requires SS, pensions, personal savings & invest. The key tool for making a secure retire. a reality is financial planning. It will help clarify your retire. goals as well as other financial goals you want to ¿buy¿ along the way. It will show you how to manage your money so you can afford today¿s needs yet still fund tomorrow¿s. You¿ll learn how to save your money to make it work for you & how to protect it so it will be there when you need it. Explains how you can take the best advantage of retire. plans at work, & what to do if you¿re on your own. Illustrations.



Federal Retirement Plans in Divorce

Author : Voit Econometrics Group

Publisher :

Page : 200 pages

File Size : 20,57 MB

Release : 2011-05-16

Category :

ISBN : 9780983321309

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Book Description

Federal Retirement Plans in Divorce - Strategies & Issues covers extensively how the value of federal pensions are determined, and offset against other marital assets in divorce, as well as how the FERS/CSRS retirement annuity is divided by a Court Order (COAP). A slight change in verbiage in a COAP or incorrect valuation assumption can mean tens of thousands of dollars difference to a federal employee, or their former spouse, going through a divorce.



The Complete QDRO Handbook

Author : Patricia Shewmaker

Publisher :

Page : 485 pages

File Size : 35,11 MB

Release : 2021-04-07

Category : Law

ISBN : 9781641053587

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Book Description

Whether you work with Qualified Domestic Relations Orders (QDROs) frequently or only occasionally, this is a must-have resource. It provides a basic knowledge of the substantive law of QDROs, with step-by-step explanations and discussion of advanced techniques for all stages of the drafting and approval process. It also includes sample language and clauses with commentary, model letters, forms, interrogatories, and checklists.