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Tips, Traps, and Current Trends

in the World of QDROs

When: February 22, 2023
12:00 p.m. - 1:15 p.m. PT (3:00 p.m. - 4:15 p.m. ET)

Where: IlumniU (via Zoom)

Cost: $55 (complimentary to guests of CDREs)

As most family law attorneys can attest, qualified domestic relations orders (QDROs) are a necessary — yet complex — part of nearly every divorce. From the various ways pension plans can be divided, to tax penalties on 401Ks and IRAs, to the differences between defined contribution, defined balance and cash balance plans, the intricacies of QDROs are tricky at best – even more so during the emotional upheaval of a family in distress. 

In this session, QDRO Attorney David T. Ruegg will demystify some of the trickiest aspects of QDROs. He’ll cover the following topics:

  • Proper discovery of defined contribution accounts in volatile stock market conditions including BrokerageLink accounts

  • Defined Contribution Plans: Offsetting, equalizing, and buyouts, oh my!

  • Pension Plan Buyouts: When to use actuaries and when to (or when not to) rely on Pension Plan Annual Benefit Reports

  • Loans Against 401k Accounts: Why are they different from regular loans?

  • Health Benefit Plans: What are they and should you try to divide them?

  • Social Security Windfall Elimination: What is it and how does it impact retirement division in divorce?

Information

Meet the Presenter:

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David T. Ruegg, Esq.

David Ruegg completed his BS in Business Administration at the University of Southern California and earned his law degree from Chapman University, where he obtained a Tax Law Emphasis certificate. Within the family law context, Mr. Ruegg exclusively handles the division of employee benefit plans (QDROs). He is a recognized expert in his field; his CV includes published articles, testifying in court as a QDRO expert, and presenting to numerous bar association and related family law organizations on QDRO/retirement benefit issues.

Meet the Presenters

Register for the Event: 

When: February 22, 2023
12:00
p.m. - 1:15 p.m. PT (3:00 p.m. - 4:15 p.m. ET)

Where: IlumniU (via Zoom)

Cost: $55 (complimentary to guests of CDREs)

Sponsored by:

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