In this program, Sabine Stovall will explain the difference between defined contribution plans and defined benefit plans; go over how to use common QDRO provisions; and identify the pitfalls to avoid in preparing QDROs. She will also briefly cover the special requirements for unique plans, including cash balance pension plans, non-qualified plans, and government-sponsored plans (Thrift Savings Plans, FERS pensions, Teachers' Retirement, and military pensions).
At the end of this program, you should be able to:
· Understand the difference between defined contribution plans and defined benefit plans and the characteristics of each
· Prepare settlement agreement language that divides defined contribution plans and defined benefit plans
· Understand and use common QDRO provisions
· Know the pitfalls to avoid in preparing QDROs
Speaker: Sabine Stovall, The Wealth Planning Company
All handout materials are via electronic download. Paper copy may be purchased for an additional cost.
Cancellation Policy: All cancellations must be received by the LBA 24 hours in advance to receive a credit or refund. Substitutes will be allowed.
