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Teleclass Recordings

Understanding QDROs and Other Retirement Plan Division Orders
Teleclass with Deb Johnson and Jacki Roessler

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FDA President Deb Johnson introduces QDRO Expert Jacki Roessler, who will present an excellent, in-depth discussion on the many aspects of QDROs and why they are 'ticking time bombs'.

As divorce financial planners, we are not drafting the retirement plan division orders, but we certainly need to UNDERSTAND them!

Covered in this teleclass:

  • Understanding a QDRO, its defining requirements and the components needed to divide a qualified retirement plan in divorce.
  • Defining the different types of Division Orders for different types of Plans
  • QDRO
  • DRO
  • COAP
  • Timelines for drafting and filing Division Orders
  • How QDROs are used to pay Alimony and Child Support
  • QDRO traps to be wary of !!!

Jacqueline Roessler, CDFA

Jacqueline Roessler is one of the premiere divorce financial planners in the Midwest. Jacki, who has been a financial advisor since 1994, provides litigation support to family law attorneys and helps clients understand the short-term and long-term financial impact of any settlement proposal on their financial future-before they sign on the dotted line. In addition, she prepares and reviews Qualified Domestic Relations Orders (QDRO's) for Michigan attorneys.

Jacki's work with divorcing clients has been featured in numerous local and national media, including Kiplingers' Personal Finance's nationally syndicated cable show on three separate occasions, Fortune Magazine, Bloomberg's Wealth Manager and a featured article in the Investment News. She is also a specialist in the QDRO arena and has conducted national seminars around the country, teaching lawyers, judges and financial professionals the intricacies of QDRO's and pension valuations in divorce cases.

Length: 56 minutes
ID: TC022016-E



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