Author: Raymond S. Dietrich
Publisher: LexisNexis
ISBN: 1422481441
Category : Equitable distribution of marital property
Languages : en
Pages : 848
Book Description
Qualified Domestic Relations Orders: Strategy and Liability for the Family Law Attorney
Author: Raymond S. Dietrich
Publisher: LexisNexis
ISBN: 1422481441
Category : Equitable distribution of marital property
Languages : en
Pages : 848
Book Description
Publisher: LexisNexis
ISBN: 1422481441
Category : Equitable distribution of marital property
Languages : en
Pages : 848
Book Description
Qualified Domestic Relations Order Handbook
Author: Gary A. Shulman
Publisher:
ISBN:
Category : Divorce settlements
Languages : en
Pages :
Book Description
Publisher:
ISBN:
Category : Divorce settlements
Languages : en
Pages :
Book Description
The Complete QDRO Handbook
Author: David Clayton Carrad
Publisher: American Bar Association
ISBN: 9781604424522
Category : Business & Economics
Languages : en
Pages : 476
Book Description
Written for family lawyers, judges, and plan administrators, this is a comprehensive resource for handling QDROs and working with the parties involved in this complex process. It provides basic knowledge of the substantive law of QDROs, step-by-step guidance and advanced techniques for the drafting and approval process, sample language and clauses with commentary, other forms including letters, forms, interrogatories, and checklists, and guidance on reading an annual benefits statement. Forms on CD-ROM.
Publisher: American Bar Association
ISBN: 9781604424522
Category : Business & Economics
Languages : en
Pages : 476
Book Description
Written for family lawyers, judges, and plan administrators, this is a comprehensive resource for handling QDROs and working with the parties involved in this complex process. It provides basic knowledge of the substantive law of QDROs, step-by-step guidance and advanced techniques for the drafting and approval process, sample language and clauses with commentary, other forms including letters, forms, interrogatories, and checklists, and guidance on reading an annual benefits statement. Forms on CD-ROM.
The Complete QDRO Handbook
Author: Patricia Shewmaker
Publisher:
ISBN: 9781641053587
Category : Law
Languages : en
Pages : 485
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.
Publisher:
ISBN: 9781641053587
Category : Law
Languages : en
Pages : 485
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.
Retirement Plan Benefits and QDROs in Divorce
Author: Timothy Voit
Publisher:
ISBN: 9780983321316
Category :
Languages : en
Pages : 500
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.
Publisher:
ISBN: 9780983321316
Category :
Languages : en
Pages : 500
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, 4th Edition
Author: Shulman
Publisher: Wolters Kluwer
ISBN: 1543812600
Category : Business & Economics
Languages : en
Pages : 1852
Book Description
Widely recognized as the definitive work on the topic, Qualified Domestic Relations Order Handbook, Fourth Edition, written by Gary A. Shulman, turns the most confusing QDRO issues into clear answers and step-by-step guidelines. Drawing on years of experience, Shulman steers you past the QDRO pitfalls, with expert tips, drafting checklists, and even a special chapter on 29 areas of high liability risk. In this volume you'll find: For Attorneys: Over 20 model QDROs for use with all types of retirement plans Comprehensive model separation agreement language that you can incorporate directly into decrees to ensure that all of the QDRO issues are properly addressed Easy-to-understand explanations for complex QDRO issues such as pre- and post-retirement survivorship, separate interest vs. shared, early retirement subsidies and supplements, coverture formulas, etc. Guidance on how to draft and administer child support QDROs Dozens of tips on how to detect potentially hazardous deficiencies in the "company model" QDRO Detailed instructions and models for dividing federal Civil Service, FERS, thrift savings plan, and military pensions For Plan Administrators: How to quickly identify flaws and interpret conflicting language in defined benefit and defined contribution plan QDROs A Comprehensive QDRO Compliance Manual (with Model QDROs) that you can adapt for your own company's use Case studies and sample multiple-choice tests to help train your QDRO review staff Streamlining tips and default procedures that will help your company expedite the QDRO Approval Process Why waste time and risk costly errors by working with scattered resources and partial information? With the QDRO Handbook, Fourth Edition, you'll save time as well as trouble. It provides fast, definitive resolutions to all your QDRO questions. And because it's designed for both attorneys and plan administrators, it helps you anticipate questions throughout the entire drafting and approval process. That means less guesswork, fewer delays and most importantly, less liability exposure. Qualified Domestic Relations Order Handbook provides everything you need to draft or administer QDROs promptly and accurately, with a superb toolkit of resources for attorneys and administrators, including: 21 QDRO models for all types of plans and conditions Step-by-step drafting guidelines Model language for specific circumstances Model discovery letters for requesting retirement plan information Sample correspondence Drafting and compliance checklists Company policies and procedures manual Appendices of related statutory provisions And much more!
Publisher: Wolters Kluwer
ISBN: 1543812600
Category : Business & Economics
Languages : en
Pages : 1852
Book Description
Widely recognized as the definitive work on the topic, Qualified Domestic Relations Order Handbook, Fourth Edition, written by Gary A. Shulman, turns the most confusing QDRO issues into clear answers and step-by-step guidelines. Drawing on years of experience, Shulman steers you past the QDRO pitfalls, with expert tips, drafting checklists, and even a special chapter on 29 areas of high liability risk. In this volume you'll find: For Attorneys: Over 20 model QDROs for use with all types of retirement plans Comprehensive model separation agreement language that you can incorporate directly into decrees to ensure that all of the QDRO issues are properly addressed Easy-to-understand explanations for complex QDRO issues such as pre- and post-retirement survivorship, separate interest vs. shared, early retirement subsidies and supplements, coverture formulas, etc. Guidance on how to draft and administer child support QDROs Dozens of tips on how to detect potentially hazardous deficiencies in the "company model" QDRO Detailed instructions and models for dividing federal Civil Service, FERS, thrift savings plan, and military pensions For Plan Administrators: How to quickly identify flaws and interpret conflicting language in defined benefit and defined contribution plan QDROs A Comprehensive QDRO Compliance Manual (with Model QDROs) that you can adapt for your own company's use Case studies and sample multiple-choice tests to help train your QDRO review staff Streamlining tips and default procedures that will help your company expedite the QDRO Approval Process Why waste time and risk costly errors by working with scattered resources and partial information? With the QDRO Handbook, Fourth Edition, you'll save time as well as trouble. It provides fast, definitive resolutions to all your QDRO questions. And because it's designed for both attorneys and plan administrators, it helps you anticipate questions throughout the entire drafting and approval process. That means less guesswork, fewer delays and most importantly, less liability exposure. Qualified Domestic Relations Order Handbook provides everything you need to draft or administer QDROs promptly and accurately, with a superb toolkit of resources for attorneys and administrators, including: 21 QDRO models for all types of plans and conditions Step-by-step drafting guidelines Model language for specific circumstances Model discovery letters for requesting retirement plan information Sample correspondence Drafting and compliance checklists Company policies and procedures manual Appendices of related statutory provisions And much more!
Qualified Domestic Relations Order Handbook
Author: Gary A. Shulman
Publisher: Wolters Kluwer
ISBN: 0735559767
Category : Law
Languages : en
Pages : 2153
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.
Publisher: Wolters Kluwer
ISBN: 0735559767
Category : Law
Languages : en
Pages : 2153
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.
QDROs
Author:
Publisher:
ISBN:
Category : Divorce settlements
Languages : en
Pages : 104
Book Description
Publisher:
ISBN:
Category : Divorce settlements
Languages : en
Pages : 104
Book Description
Pension and Annuity Income (including Simplified General Rule)
Author:
Publisher:
ISBN:
Category : Annuities
Languages : en
Pages : 32
Book Description
Publisher:
ISBN:
Category : Annuities
Languages : en
Pages : 32
Book Description
Federal Retirement Plans in Divorce
Author: Voit Econometrics Group
Publisher:
ISBN: 9780983321309
Category :
Languages : en
Pages : 200
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.
Publisher:
ISBN: 9780983321309
Category :
Languages : en
Pages : 200
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.