There are a lot of policies and procedures that surround the qualification of domestic relations orders --so they should be pretty simple--right? Unfortunately, when you are combining state law procedures with federal law requirements, there are bound to be issues (especially in the middle of a divorce). This session will provide an overview on what issues plan sponsors and services providers should be especially aware of as well as some best practices.
About the Speaker
Heather Bader assists plan sponsors and service providers in navigating the complexities of qualified and nonqualified retirement plans, as well as health and welfare plans. While her work extends to all aspects of employee benefits, she is particularly experienced in assisting plan committees and sponsors in fulfilling their fiduciary duties. Heather advises on a variety of fiduciary compliance issues and assists with the defense of government agency audits and investigations, including but not limited to the Department of Labor (DOL), Internal Revenue Service (IRS) and the Centers for Medicare & Medicaid Services (CMS). Heather works with plan sponsors that are publicly traded and the issues surrounding employer securities in retirement plans. Heather is co-leader of the firm’s financial services industry group.
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.
To receive CE for the on-demand version, viewers must pass a brief quiz following the recorded session.