Dividing Retirement Assets in Divorce

Strategy, tax implications and key language considerations

  • Product Number: 2230068WBC
  • CLE Credits, earn up to:
    2 substantive credits, 0 ethics credits CLE Credit Note
  • Print Brochure
  • Add to Favorites List
  • Remind Me Later Sign up to receive a reminder one week prior to program.

Interested in Dividing Retirement Assets in Divorce but not sure you can make it?

Sign up to receive an automatic reminder one week before the program date.


No Thanks.Submit

Choose Date/Location:

  • Product Description
  • Agenda & Materials
  • Faculty
  • Pricing
  • Product Description

    Product Description

    When people think about divorce, they often think about child support and alimony. They consider the house and their bank accounts. They think about their debts and some even consider their children's college tuition. What most forget are what can prove to be one of the biggest assets a couple has—their retirement accounts. 

    What type of strategy should be employed when negotiating the division of retirement accounts? What are the best ways to deal with the tax implications that arise when splitting the asset? What language should be included in the separation agreement? Join our experts as we examine these questions and more! 

  • Agenda

    Agenda & Materials

    • 2:00 pm - 2:05 pm

      Welcome and Introduction

    • 2:05 pm - 2:15 pm

      Defining DRO and QDRO: the Players, the Plans and the Preparation

    • 2:15 pm - 2:25 pm

      Defined Contribution, Defined Benefit & Other Retirement Plans

    • 2:25 pm - 2:35 pm

      Survivor Benefits

    • 2:35 pm - 2:45 pm

      Cash Balance Plan

    • 2:45 pm - 2:55 pm

      Common Mistakes

    • 2:55 pm - 3:05 pm

      Tax Implications

    • 3:05 pm - 3:15 pm

      Divisible but not by QDRO or DRO

    • 3:15 pm - 3:25 pm

      Distribution Rules

    • 3:25 pm - 3:35 pm

      Negotiation Checklists

    • 3:35 pm - 3:45 pm

      Follow Through - After the Separation Agreement has been approved

    • 3:45 pm - 4:00 pm

      "Ask the Experts" Q&A Session


    Please Note

    MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

  • Faculty
  • Pricing


    • $112.50 - MCLE Sponsor Member
    • $62.50 - New Lawyer
    • $62.50 - Pending Admittee
    • $62.50 - Law Student
    • $62.50 - Paralegal
    • $125.00 - All Others
    To apply for a need-based scholarship for this program, email

    Available FREE with an MCLE OnlinePass® subscription.