Theme Group: Financial Baseline

Retirement & QDRO Readiness

  • Avoid retirement division surprises by preparing early.
  • Objective: Produce a QDRO readiness packet checklist. 16
  • Prework: Bring: plan statements, plan name/admin contact
  • Takeaway: QDRO data pack + next-step script

Description

Retirement accounts often represent one of the largest categories of marital assets, and dividing them requires specialized legal procedures. This sprint introduces the concept of a Qualified Domestic Relations Order (QDRO) and explains how retirement plans are typically divided during divorce. Participants learn why preparation is critical and how incomplete information can delay the process or lead to costly mistakes.

The session focuses on identifying the data needed to prepare for retirement division, including plan statements, administrator information, and plan rules. Participants also review common methods used to divide retirement accounts and the practical steps involved in implementing those divisions. By the end of the sprint, participants will have a checklist of the information required for QDRO preparation and a clearer understanding of how retirement assets are handled in divorce settlements.

$525

Duration: 50 minutes

Delivery Format

  • Studio: In-Person
  • Cloud: Online

What’s Included

  • Live session with expert
  • Practical framework or worksheet
  • Opportunity for participant questions
  • Might be part of a package

Last Updated: March 11, 2026