Beyond Basics: What Every CDFA Professional Needs to Know About QDROs

3.75 (4 votes)

Recorded On: 08/22/2017

To remain competitive in today's market CDFA professionals need to know more than just the QDRO basics. Drawing on over 20 years of experience preparing QDROs for Michigan and Illinois attorneys, Jacki Roessler will guide you through the most critical ways CDFA professionals can add value to cases. This webinar will cover topics that include understanding the difference between private and public sector plans, assisting with Discovery and Retirement Plan research, a deep dive into survivor benefits, coverture fractions, addressing non-qualified plans and more!


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