12 QDRO Mistakes to Avoid - …

12 qdro mistakes to avoid Noah B. Rosenfarb, CPA/ABV/PFS, CDFA Dr. Robert G. Hetsler, Jr., CPA, CVA, MAFF, FCPA, CFF Mistake #1 Misunderstanding the Type of Plan to Be DividedThis is probably one of the most common Mistakes in settlement agreements and even final judgments, since often times attorneys prepare the final judgment which the judge simply signs. It often erroneously states retirement plan without ever defining the type of plan(s) to be divided. Retirement plans can be defined contribution plans, defined benefit plans or some type of hybrid. These plans are vastly different and have different implications when trying to divide them.

Mistake #1 – Misunderstanding the Type of Plan to Be Divided This is probably one of the most common mistakes in settlement agreements and even final judgments, since often times attorneys prepare the final

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