The Complete QDRO Training Manual for Corporations and Plan Administrators

SKU:10045390-7777

Gary A. Shulman

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Product Line	Wolters Kluwer Legal & Regulatory U.S.
Product SKU	10045390-7777
ISBN-13	9781454883357
Availability	Ships in 3-5 Business Days
Last Updated	2016-10-1

Overview

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Revamp outdated administrative QDRO processes that may be jeopardizing your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

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

The Complete QDRO Training Manual for Corporations and Plan Administrators

Overview

Table Of Contents

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