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Managing QDROs from a Fiduciary Perspective

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Robert Alin By Robert Alin

QDROs (Qualified Domestic Relations Order) have become part of the daily landscape of retirement plan administration and management.  Administering QDROs can be a complex and lengthy process.  Navigate these complexities and review the guidelines surrounding QDRO administration, valuation methodology and compliance requirements — including plan, ERISA and tax issues associated with QDROs.

Join us as we discuss best practices in managing QDROs from a fiduciary perspective. 

Author

Robert Alin
Robert Alin

As our chief legal officer, Robert oversees Pentegra’s legal, compliance and governance areas, and leads a team devoted to regularly consulting with clients regarding ERISA issues, IRS, DOL and PBGC regulations and their impact on plan design and qualification, as well as plan compliance. With more than 35 years of experience in all facets of retirement benefits, Robert has been involved in every aspect of our business. His talents extend beyond that–he was also instrumental in procuring a change to Section 413(c) of the Internal Revenue Code and in obtaining a prohibited transaction exemption for Pentegra—which is no small feat—both of which have been integral to the growth of the business.