QDRO Preparation video
The settlement read, each plan's own procedures read, the marital portion computed, and the draft order compared with the plan's rules clause by clause before it goes for pre-approval. 1:16
What the film shows
Drafts the order that divides a retirement plan in divorce, matched to the plan's own rules
Agents read the settlement and each plan's own procedures, model order and summary plan description, compute the marital portion and draft one order per plan. The draft sits beside the plan's rules clause by clause; every mismatch comes with the plan's language. The attorney takes it or keeps hers with a reason, then signs and sends for pre-approval.
Transcript
- QDRO Preparation drafts divorce orders for family law firms, matched to each retirement plan's rules.
- One in three divorced spouses of plan members reported losing a claim.
- Celeste gets half the marital portion of a four-oh-one-k and a pension.
- The settlement covers two plans of two types, so two orders.
- Agents read each plan's procedures, every rule cited to its page.
- The marital portion: a balance for one, a coverture fraction for the other.
- The draft sits beside the plan's rules, clause by clause.
- The valuation date breaks the plan's month-end rule; Odette takes the plan's language.
- The check clears, sixteen of sixteen, and she signs both letters.
- Both answers are due by day nine, with no rejection round.
- Built on Botminds: agents, data, screens and governance on one platform.
The narration as written for the film. Captions are on the player.