The Complete QDRO Handbook

Author: David Clayton Carrad
Publisher: American Bar Association
ISBN: 1604424524
Release Date: 2009
Genre: Law

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.

Qualified Domestic Relations Order Handbook

Author: Gary A. Shulman
Publisher: Aspen Publishers Online
ISBN: 9780735559769
Release Date: 2006
Genre: Business & Economics

Widely recognized as the definitive work on the topic, Qualified Domestic Relations Order Handbook, 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: Comprehensive model separation agreement language that you can incorporate directly into decrees to ensure that all of the QDRO issues are properly addressed Guidance on how to "revoke" a QDRO that has already been approved by the plan administrator 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 and state government plans Why waste time and risk costly errors by working with scattered resources and partial information? With the Handbook, 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 has been updated to include: A new discussion dealing with the impact of same-sex marriage on QDROs, including the recent Supreme Court decision and guidance offered by the IRS and DOL Revised model QDROs for defined contribution plans that clarify their intent and expedite the review process from the plan administrator's perspective, as well as address some substantive issues, such as vesting, plan loans, and continued jurisdiction of the courts A new discussion regarding the effect of the participant's vesting status under a "Defined Contribution" plan An updated model QDRO for dividing Employee Stock Ownership Plans ("ESOPs") A discussion of how plan administrators should treat the vesting status of plan participants in QDROs

The Complete Financial Handbook for the Newly Divorced

Author: Jeffrey S. Froshman
Publisher: AuthorHouse
ISBN: 1467867152
Release Date: 2009-03-09
Genre: Business & Economics

The Complete Financial Handbook for the Newly Divorced is a useful, handy, easy-to-read guidebook, full of interesting and meaningful information that most newly separated or divorced individuals should be thinking about and, hopefully, implementing. This book will address and help to solve the Question of "What do I do next?"

The Complete Guide to Human Resources and the Law

Author: Dana Shilling
Publisher: Wolters Kluwer Law & Business
ISBN: 9781454856276
Release Date: 2015-10-26
Genre: Employee fringe benefits

The Complete Guide to Human Resources and the Law will help you navigate complex and potentially costly Human Resources issues. You'll know what to do (and what not to do) to avoid costly mistakes or oversights, confront HR problems - legally and effectively - and understand the rules. The Complete Guide to Human Resources and the Law offers fast, dependable, plain English legal guidance for HR-related situations from ADA accommodation, diversity training, and privacy issues to hiring and termination, employee benefit plans, compensation, and recordkeeping. It brings you the most up-to-date information as well as practical tips and checklists in a well-organized, easy-to-use resource. The 2016 Edition includes updated coverage of the following developments: Laws requiring employers to provide paid sick leave have been adopted in Connecticut, California, and Massachusetts, and in a number of cities (New York City, San Francisco, Philadelphia, and Newark) The Consolidated and Further Continuing Appropriations Act of 2014, Pub. L. No. 113-235, nicknamed the and“Cromnibusand” bill, includes the Multi-Employer Pension Relief Act (MPRA) The Supreme Court permitted an employer to reduce retiree health benefits, reversing a Sixth Circuit holding that the benefits had vested for life The Supreme Court ruled that PPACA subsidies can be paid to taxpayers whether they purchase coverage on a state Exchange or the federal Exchange (in states that have not created an Exchange of their own): King v. Burwell, No. 14-114 (U.S. June 25, 2015) Extensive litigation continued on contraceptive mandate, and what religious organizations must do to vindicate their objection to providing contraceptive coverage The Supreme Court ruled that all of the states must recognize same-sex marriage, because the right to marriage equality is of constitutional dimensions: Obergefell v. Hodges, No. 14-556 (U.S. June 26, 2015) And more

The Complete Idiot s Guide to Protecting Your 401 K and IRA

Author: Bill Lane
Publisher: Penguin
ISBN: 9781101017579
Release Date: 2009-03-03
Genre: Business & Economics

No need to panic. Written by financial experts, this essential guide tells investors how to keep their investments safe in this difficult economy. Readers will discover how economic upswings and downturns affect investment plans, and what can be done to anticipate these trends; changes in investment rules and guidelines and their impact on 401(k)s and IRAs; and how to identify the proper investment decisions for their needs. - On NPR's March 7, 2008, broadcast of All Things Considered, discussion centered on new weaknesses in the economy, and quite a bit of time was devoted to a story on how to protect your 401(k) - In 2000, 40 million 401(k) participants had an average account balance of about $50,000 and total assets of $2 trillion

The Complete Guide to Protecting Your Financial Security When Getting a Divorce

Author: Alan Feigenbaum
Publisher: McGraw Hill Professional
ISBN: 9780071762779
Release Date: 2004-04-16
Genre: Business & Economics

A complete guide to financial self-defense for people facing divorce Written by two noted divorce planning experts, this book arms readers with the knowledge and tools they need to make it through a divorce with their financial skins intact. Readers learn of all the financial risks and ramifications involved, as well as how to prepare themselves for any eventuality. And they get proven strategies for negotiating the best possible financial solution, along with valuable work sheets, checklists, and sample documents. Among other important lessons, readers learn how to: Construct a solid financial action plan when divorce seems imminent Get a complete picture of family finances, including the low down on a spouse's small business or intellectual assets Negotiate a win-win financial settlement Choose the best settlement method, from options including mediated, arbitrated, and collaborative agreements Avoid tax penalties and pitfalls and deal with retirement nest egg, 401(k), and SSI issues

The Complete Qdro Training Manual for Corporations and Plan Administrators

Author: Gary A. Shulman
Publisher: Wolters Kluwer Law & Business
ISBN: 1454883359
Release Date: 2016-12-01

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 theyare seasoned professionals or new to QDRO administration, by delivering: Over 100 practice-tested recommendationsfor enhancing your company s QDRO reviewset-up procedures Proven QDRO training techniques to turn yourQDRO review staff into QDRO professionals QDRO review training tips for avoidinginconsistencies and misinterpretationsthat can lead to liability exposure for yourcompany The 12 critical steps to follow upon initialreceipt of a QDRO 15 ways to increase the accuracy andefficiency of your QDRO review staff 9 model QDROs that can be adapted for youruse (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 "

Family law

Author: Harry D. Krause
Publisher: West Group
ISBN: 0314168842
Release Date: 2007-07-05
Genre: Law

The 6th edition of this popular and manageably sized casebook retains the structure of the 5th edition and its emphasis on practical skills and contextual analysis. New cases, statutes, and notes reflect judicial and legislative developments across the country. The new edition includes materials on the 2005 amendments to the bankruptcy code and two new uniform laws. It also integrates the Supreme Court's recent privacy cases, including Lawrence v. Texas, with traditional family-privacy materials. Updated notes and additional problems test a wide range of skills and introduce students to practical aspects of family law.

Family Advocate

ISBN: STANFORD:36105063861566
Release Date: 2004
Genre: Domestic relations