QDROs & Non-Qualified Retirement Plans

1.67 (6 votes)

Recorded On: 04/16/2024

This webinar provides solutions when confronted with retirement plan that do accept QDROs, in other words, non-qualified plans or those plans exempt from ERISA. From defined contribution plans, executive deferred compensation plans to defined benefit pension plans, typically those that may be various state or municipal pension plans. Albeit direct payment orders are referred to, however, we explore the issues should be addressed in such an order and how distributions can be made.

Tim Voit

Certified QDRO Specialist, Certified QDRO Analyst

Tim Voit is the author of Retirement Benefits & QDROs in Divorce (published by CCH), as well as Federal Retirement Plans in Divorce—Strategies & Issues. He has prepared QDROs and valued pensions for nearly 30 years and taught at the International College courses specific to the preparation of QDROs. He is a graduate of the University of Wisconsin – Milwaukee and has has been qualified as an expert witness in both state and federal courts.

Mr. Voit has been retained in legal malpractice cases by the insurance carrier to reverse QDRO transfers and/or compute damages and is often called upon to lecture on liability issues. He has been interviewed and quoted in Forbes, BusinessWeek, NewsWeek, and Rueters. Mr. Voit has developed online courses for CCH, IOMA, and the International College, specifically the Introduction to QDROs in Divorce and Effectively Drafting QDROs in Divorce.