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ASPPA Webcast: QDROs: Navigating the Complexities of QDROs with Ease

Available until March 6, 2020
 

Speaker: Robert D. Alin, First SVP, General Counsel, and Corporate Secretary, Pentegra

Experience Level for Attendees: All

IRS Program Number: CZTXU-Q-00980-18-O

Webcast Outline

     On-Demand Registration

Description
QDROs have become part of the daily landscape of retirement plan administration and management. Administering QDROs can be a complex and lengthy process. Navigate these complexities and review the guidelines surrounding QDRO administration, valuation methodology and compliance requirements — including plan, ERISA and tax issues associated with QDROs. Join one of the leading fiduciary experts in the industry as he discusses best practices in managing QDROs from a fiduciary perspective.

Key Takeaways:
1. Develop a broad understanding of the QDRO administration process.
2. Understand the valuation of the distributive award.
3. Become familiar with guidelines for QDROs, including those of the plan, ERISA and the tax code.

4. Hear best practices in administering QDROs from a fiduciary perspective.

Registration Deadlines: 

On-Demand: 3/6/2020

 

CE Credit: 1 ASPPA, 1 NAPA, 1 NTSA, 1 ERPA, 1 JBEA Noncore

 

About the Speaker

Robert Alin is First SVP, General Counsel and Corporate Secretary at Pentegra. In this capacity, he serves as chief legal officer, and oversees Pentegra’s legal, compliance and governance areas. Robert leads a team devoted to regularly consulting with clients regarding ERISA issues, and IRS, DOL and PBGC regulations, and their impact on plan design and qualification, as well as plan compliance. He was instrumental in procuring a change to Section 413(c) of the Internal Revenue Code and in obtaining a prohibited transaction exemption for Pentegra.

Individual Viewer Additional Viewers 
ASPPA Member: $59 ASPPA Member: $24.50
Non-Member: $99 Non-Member: $39.50

Registration for on-demand recorded webcasts includes unlimited viewing before the one-year expiration date, webcast outline and any additional presentation materials. Recordings are available one week after the live webcast takes place.

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact jlinney@usaretirement.org.

Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the email address listed on your registration form.

  • Download a registration form.
  • Online: For credit card payment only. Receive an immediate email Registration Confirmation. 
  • Email your scanned registration form(s) and credit card information to accountsreceivable@usaretirement.org.
  • Fax your scanned registration form(s) and credit card information to 703-516-9308.
  • Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725 
    For express/overnight deliveries (FedEx/DHL, etc.), send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association.

General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email accountsreceivable@usaretirement.org and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer:
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
customercare@usaretirement.org

Date: 
Wednesday, March 6, 2019 - 14:00