1. Make the QDRO process as simple and as convenient for you as possible;
2. Provide you with the final, Plan approved QDRO needed to secure the retirement benefits you received in your divorce.
My QDRO preparation process is simple. Just call or e-mail me with your QDRO needs. Thereafter, you will receive an e-mail attachment containing the engagement letter and QDRO worksheet, listing all the information and documents I need to prepare the QDRO. Once I receive all required information, I prepare a draft of the QDRO and send it to you via e-mail attachment within 2-5 business days. Please give us a call if you have any questions regarding the completion of the worksheet. You are kept fully informed throughout the entire process.
My fixed fee includes:
Consultation with you about the specifics of your QDRO needs;
Gathering all relevant information from you and the Plan Administrator;
Preparing initial draft of the QDRO;
Sending QDRO draft to you for initial review;
Submission of QDRO to Plan Administrator for preliminary approval (if permitted by the Plan);
Negotiations and any amendments required by the Plan Administrator;
Submission of the Certified QDRO to the Plan Administrator;
Receipt of Approval Letter from Plan Administrator and transmittal to client.
Throughout the entire QDRO preparation process, I always stay in constant communication with you. I want you to be informed. Normally, I am immediately available for phone conversation or e-mail communication. If not, I try to respond to your needs as quickly as possible. Here's my pledge to you: I will endeavor to respond to your e-mails and voicemail messages with 24 hours of their receipt. Your matter is handled solely by me- not a staff member.
I will try to complete the QDRO process as quickly as possible for you. I
f a delay in the process occurs, I will notify you immediately.