Tips and Traps When Dividing Retirement Plans

by | Jan 11, 2023 | Qualified Retirement Plan

Tips and Traps When Dividing Retirement Plans




In this web conference attorney Erwin Kratz discusses tips and traps family law attorneys should be aware of when negotiating the division of retirement plan assets, including solutions to the unique challenges presented by:

*The type of retirement plan you are dealing with – whether a defined contribution plan, defined benefit plan, private or governmental, tax qualified or non-qualified plan
*Accounting for pre-marital account/benefit accumulations
*The effect of post marital service and compensation increases
*Accounting for outstanding loans in defined contribution plans
*Avoiding surprises caused by delayed distribution provisions
*Awarding pre-retirement death benefits
*Awarding post retirement survivor benefits
*Allocating the cost of providing survivor benefits

For more information visit www.qdroaz.com…(read more)


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