The Governing Board of

WP&BC presents

RECORDED WEBINAR: 

 A Detailed Dive into Qualified Domestic Relations Orders

Recorded on Tuesday, May 25, 2021

The Presentation:

This presentation will include a practical and technical presentation pertaining to one of the most difficult, high-conflict categories of plan distributions: QDRO distributions! The presentation will walk through the life cycle of a QDRO from two perspectives: the divorcing Participant and the Plan Administrator. The presenter will share best practices advice for qualifying a QDRO as the fiduciary and risk reduction strategies for third party plan administrators.  

Three learning objectives:

1. Be informed on new laws pertaining to QDROs.
2. Understand the lifecycle of a QDRO from both perspectives: Participant and Plan Administrator.
3. Receive best practices strategies for risk reduction when processing and qualifying QDROs.

Our Speaker:

ELIZABETH VAN CLIEF is a founder and partner of the firm. Elizabeth holds a Bachelor of Arts in Mathematics and a Bachelor of Arts in Economics from UCSD, a law degree from the University of San Diego School of Law, and a Masters of Laws in Taxation from the University of San Diego School of Law. Elizabeth’s technical background allows her to bring a mathematical approach to her practice.

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Elizabeth is dedicated to providing the highest level of expert services to divorcing spouses and family law attorneys in the areas of retirement benefits and equity-based compensation. Elizabeth is a frequent lecturer to family law attorneys and retirement benefits plan administrators in California on the topics of QDROs, division of community property, drafting marital settlement agreement language, subpoenaing retirement benefits information, effective use of an expert, and advanced stock options calculations. Elizabeth is also the past president of the Western Pension & Benefits Council, San Diego, and the past Co-Chair of the Taxation Section of  the San Diego County Bar Association.

Elizabeth is proud to offer her clients an efficient, cost-effective, and ethical approach to accurately valuing and dividing the community interest in retirement benefits.

 Continuing Education:

• 2 CE for AIF 
• 2 CE for CEBS
• 2 CE for CFP 
• 2 CECs for ERPA 
  
• 2 CECs for JBEA
• 2 CPEs for ASPPA certifications
  
• 2 CECs for NIPA certifications
  
• 2 hours for California CPAs 
  
• 1.75 hours of California MCLE
  
• 2 CECs for CRPS