Chapter 1: Employee Benefit Plans and Domestic RelationsChapter 2: "Just Enough ERISA": Core Definitions and PrinciplesChapter 3 Essential Information and How to Get ItChapter 4: Interim ReliefChapter 5: Inclusion and ValuationChapter 6: How to Divide Deferred Payment AnnuitiesChapter 7: Assessing Your Client's Needs and Wishes: Formulating a StrategyChapter 8: Drafting a DROChapter 9: From DRO to QDROChapter 10: QDRO LitigationChapter 11: Military Retired PayChapter 12: Federal Civil Service Pension PlansChapter 13: Miscellaneous Plans: IRAs, Nonqualified Plans, State and Local Pension Plans, and QMCSOsChapter 14: QDROs: From Headache to Profit Center for Your Law PracticeChapter 15: QDROs: From Headache to Enhanced Employee Benefit for Plan Administrators and Their LawyersChapter 16: Managing IV-D Agencies to Collect Child Support with QDROsChapter 17: Family Court Judges and QDROsChapter 18: Current Trends and Future Developments in QDROsConclusionAppendices:Appendix A: Text of Sections 1055 and 1056(d) of ERISA Appendix B: Model Letter to Plan Requesting Disclosure of Benefits InformationAppendix C: Model Letter to Plan Transmitting DRO for Qualification and Asking forConfirmation of Payment FeaturesAppendix D: Model Document Discovery Request/Subpoena Duces TecumAppendix E: Model InterrogatoriesAppendix F: Model Deposition Questions for ParticipantAppendix G: Model Deposition Questions for Plan OfficialAppendix H: Model Release of Information FormAppendix I: Model Client Letter and QuestionnaireAppendix J: QDRO Management Procedures Checklist for IV-D Agencies and Private Law PracticesAppendix K: Plan Administrator's or Counsel's QDRO Management Procedures ChecklistAppendix L: How to Read an Annual Benefits StatementAppendix M: Uniformed Services Former Spouses Protection Act: Dividing MilitaryRetired PayAppendix N: DoD Financial Management Regulation, Volume 7B, Chapter 29Appendix O: QDRO Provisions of the Pension Protection Act of 2006Appendix P: Interim Final Rule Relating to Time and Order of Issuance of DomesticRelations OrdersTable of CasesIndex.
The Complete QDRO Handbook, Fourth Edition