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QDROs - Proven Techniques and Emerging Case Law

 

Understand how to make fully informed decisions and avoid common mistakes related to the preparation of QDROs and your clients division of retirement.

The preparation of QDROs and related Domestic Relations Orders are fraught with landmines. Although the basis requirements of a QDRO are straightforward and it seems simple, more and more the preparation of QDROs is becoming plan specific and more complex. Attorneys and other professionals should pay close attention to each individual retirement plan and its requirements and rules. In addition, the information needed for a QDRO should be addressed during the divorce settlement negotiations. This topic will assist attorneys, CPAs and other financial advisors in understanding how to address the client's needs and make sure that each party is making fully informed decisions related to division of their retirement.

Agenda

Faculty

Amy Rypins, CPA, Esq.

Amy Rypins, CPA, Esq.

QDRO Pros, Inc.

  • Attorney and CPA and the founder of QDRO Pros, Inc and the principal in the Law Offices of Amy Rypins
  • Working on revolutionizing the QDRO processing business by developing QDRO Pros iQ, a step by step method to analyze various scenarios for retirement plan division
  • Extensive experience advising businesses and individuals on all aspects of retirement planning and pension related issues
  • Member of numerous professional civic associations
  • J.D. degree, magna cum laude, The John Marshall Law School; M.A. degree in accounting, Georgina State University
  • Can be contacted at [email protected] or 760-334-8563

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