Today's issue of TL NewsWire covers a cloud application for automating the creation of QDRO and related documents (see article below), timeline creation and presentation software, an iOS calendar app, and an online meeting and presentation service. Don't miss the next issue.
AUTOMATE YOUR QDRO PREPARATION AND GET HELP FROM SPECIALISTS
A spouse seeking your assistance for a divorce wants you to provide top-notch service, especially when drafting the Qualified Domestic Relations Order (QDRO) if one or both parties has significant retirement benefits. Regardless of whom you represent in the divorce, this document is on par with a multibillion dollar merger agreement as far as the former couple is concerned. Accordingly, you want to make sure you nail every last detail so it can't hurt to automate the process and obtain the help of a QDRO specialist as needed.
QdroDesk … in One Sentence
Pension Appraisers' QdroDesk is a cloud application that automates the preparation of QDROs and associated documents.
The Killer Feature
Pension Appraisers has provided QDRO-related consulting services since 1989. QdroDesk incorporates the company's expertise to make QDRO preparation more accessible and affordable. QdroDesk walks you through an interview about your client's situation that takes into account all applicable federal and state laws, the marital or property settlement agreement, and conforms to plan guidelines.
When you finish, a QdroDesk specialist runs your QDRO through a nine-point review process to check for common errors and omissions, the correct plan name, verification of jurisdictional requirements, etc. to ensure court and plan approval. You can export the final document in both Word and PDF formats. If you run into any problems, you can obtain email and telephone assistance from a QDRO specialist.
"Wrapping up the division of retirement accounts upon divorce is greatly simplified with QdroDesk," Pension Appraisers' President Theodore K. Long, Jr. told us. "Whether attorneys use QdroDesk or send their clients directly to us, the benefits of instant QDRO delivery, full document control, and an experienced staff eliminates the hassles that come with lengthy delivery periods and communication barriers."
Other Notable Features
QdroDesk provides an explanation for each question. You can use QdroDesk in a linear manner or skip questions and return later if you don't currently have the information you need. The software will let you know which questions you skipped so that you can finish the QDRO. There's no time limit on completing a QDRO once you start the process. QdroDesk saves your work in progress until you're ready to complete the preparation process.
QdroDesk encompasses all types of plans, including defined benefit, defined contribution, federal government, military, railroad, state, local and municipal, and school systems for all 50 states and the District of Columbia.
What Else Should You Know?
QdroDesk costs $299 per QDRO, including unlimited email and telephone support. Pension Appraisers offers a 100% satisfaction guarantee. QdroDesk works in all modern web browsers on Windows PCs and Macs. Learn more about QdroDesk.
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