Show navigation

Available in:

OnDemand Webinar
Audio & Reference Manual
MP3 Download

Minding Your Qs And Exes: Handling QDROs, QMCSOs And Other Benefits Issues When An Employee Divorces

Learn an overview of the most common employee benefits issues that arise when an employee divorces.

Not only will a divorce impact an employee's house, cars, investments, and bank accounts, but it will also impact an employee's benefits. In an already emotional situation, employers and benefit administrators are frequently placed in the middle of heated disputes with respect to an employee's benefits, which are typically an employee's greatest unlevered asset. If an ERISA plan assigns benefits in violation of the Internal Revenue Code, the plan could be disqualified. If an employer or plan administrator assigns benefits in violation of the plan or ERISA, a cause of action against the plan and/or employer may exist. This topic will assist the employers and benefit administrators in navigating through the obstacles associated with dividing employee benefits. You will be provided practical guidance in reviewing and complying with QDROs, DROs, and QMCSOs and with the tools necessary to identify and address potential complications that may arise when an employee divorces.

Runtime: 62 minutes
Purchase Options

More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Introduction

  • What Is a QDRO?
  • What Is a DRO?
  • What Is a QMCSO?

How a Divorce Impacts Qualified Plans

  • What Should You Do When You Receive a QDRO?
  • Exceptions to the Anti-Assignment Clause
  • Issues Facing Administrators

How a Divorce Impacts Nonqualified Plans and Other Employee Benefits

  • What Should You Do When You Receive a DRO?
  • What Happens to Stock Options, Restricted Stock, and Other Incentive Compensation?
  • Issues Facing Administrators

How a Divorce Impacts Health and Welfare Benefits

  • What Should You Do When You Receive a QMCSO?
  • What Happens When Your Employee Fails to Tell You About the Divorce?
  • Divorce and the Cobra Rights of Spouses and Dependents
  • Issues Facing Administrators

Stuck in the Middle of the Fight

  • What to Do When You Receive
    • A Subpoena
    • Discovery Requests
    • A Deposition Notice
  • My Employee Handed Me a Copy of Her Marital Agreement. What Do I Do With It?
Purchase Options

More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on May 7, 2019.

Call 1-866-352-9540 for further credit information.

  • SHRM 1.0
     
  • Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.0 PDC(s) for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • Arizona CLE 1.0
     
  • CA MCLE 1.0
     
  • CT CLE 1.0
     
  • GA CLE 1.0
     
  • HI CLE 1.0
     
  • IL CLE 1.0
     
  • ME CLE 1.0
     
  • MT CLE 1.0
     
  • NJ CLE 1.2
     
  • NV CLE 1.0
     
  • VT CLE 1.0
     
  • WA CLE 1.0
     
  • WV MCLE 1.2
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • Arizona CLE 1.0
     
  • CA MCLE 1.0
     
  • CT CLE 1.0
     
  • HI CLE 1.0
     
  • IL CLE 1.0
     
  • ME CLE 1.0
     
  • MT CLE 1.0
     
  • NJ CLE 1.2
     
  • NV CLE 1.0
     
  • VT CLE 1.0
     
  • WA CLE 1.0
     
  • WV MCLE 1.2
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Purchase Options

More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Renee Lieux

Renee Lieux

McNees Wallace & Nurick LLC

  • Of counsel at McNees Wallace & Nurick LLC
  • Practice emphasizes all aspects of employee benefits law and executive compensation
  • Conducts regular seminars on issues related to employee benefits and executive compensation
  • Author of articles related to executive compensation and employee benefits
  • Admitted to practice in Pennsylvania, Louisiana, and New York
  • LL.M. degree, Georgetown University Law Center; J.D. degree, University of Detroit Mercy School of Law; M.A. degree, Northwestern State University; B.A. degree, Louisiana State University
  • Can be contacted at [email protected] or 717-237-5484
Purchase Options

More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 403901
Published 2019
Purchase Options

Available in Multiple Formats

Purchase this course and learn on your schedule!