
IDFA Online Learning
January Practice Management: Making Retirement Divisions Simple
Includes a Live Web Event on 01/06/2026 at 1:00 PM (EST)
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Register
- Non-member - Free!
- Member - Free!
January 6, 2026 1PM EST
The Retirement Division process is getting more complex. Denisa Tova-Liebman is here to help by introducing the Settlement Language Instruction Playbook (SLIP).
The SLIP is a step-by-step guide designed to simplify the division of defined contribution plans—including 401(k)s, 403(b)s, TSPs, IRAs, and similar accounts.
Rather than theory, Denisa will walk us through live applications and real case examples. Attendees can ask questions throughout, ensuring they understand how to apply the SLIP guidance directly in their own work.
By the end, CDFA’s will know what to request at intake, which documents matter, how to ensure plan acceptance, and how to help clients with rejection-proof language.
The webinar also covers crucial plan-specific updates:
- IRAs no longer calculate gains or losses, requiring manual carve-outs for post-cutoff contributions.
- Over 150,000 federal employees recently took early retirement or buyouts under the Deferred Resignation Program, increasing the need for compliant COAPs for federal cases. Because OPM is backlogged, vague or incorrect orders risk rejection without a second chance.
Dividing retirement plans remains one of the most error-prone parts of divorce law. The SLIP makes it easy to follow, removing the need to memorize complex rules.
Denisa Tova-Liebman
MBA, CFP, CDFA, CQS
Founder of Tova QDRO & Retirement Valuators
Denisa Tova-Liebman is a leading authority in retirment asset division and the founder of TPVA QDRO & Retirement Valuators, a firm reowned for its expertise in forensic retirement valuation and settlement consulting. With more than 20 years of experience and thousands of valuations completed, Denisa and the TPVA team are trusted partners to law firms and coursts, delivering unmatched clarity and precision in cases.