QDRO Plan Chek
Know What to Expect Before you Draft the Judgment
PLAN CHEK allows you to have all of the relevant information concerning a potential QDRO/EDRO/DRO before you negotiate and draft your final JOD (Judgment of Divorce)
By using PLAN CHEK, you can properly identify potential language that can benefit your client.
PLAN CHEK allows you to anticipate potential problems with the implementation of the QDRO/EDRO/DRO, before the QDRO order is placed.
Quick Turn Around Time
PLAN CHEK allows you to anticipate potential problems with the implementation of the QDRO/EDRO/DRO, before the QDRO order is placed.
Immediate "Snapshot" of your potential Order
PLAN CHEK allows you to anticipate potential problems with the implementation of the QDRO/EDRO/DRO, before the QDRO order is placed.
Over 20 Issues Addressed and Identified
In 1 easy to read report you will have all the following issues identified to give you the information to properly negotiate the terms of your QDRO/EDRO/DRO preparation.
- Alternate Payee Eligibility
- Distribution Methods - Lump Sum, Rollover, etc.
- Identify Potential Recoupment Issues
- Identify Survivor Issues
- Identify Subsidy and Supplement Issues
- Predetermine the Properties of the Plan
- Identify All Plans to Include in the Order
- Account and Identify any Potential Plan Fees
- Identify Potential Reversion Issues
- Prevent Potential for Future Loss of Income
- Predetermine Benefit Availablity
- Predetermine Nuances of the Plan
- Summary Report of Potential Items of Importance
- Basic List of Issues for Consideration
- Identify Potential Outstanding Loans
- Successor/Alternate Payee Plan Inclusion