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
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.
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.
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.
|ASPPA Member: $59
||ASPPA Member: $24.50
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