760.334.8560  

QDRO Pros iQ is the faster, easier & more accurate way to have a QDRO prepared *** We’re QDRO Experts, so you don’t have to be *** Our Expertise and QDRO Pros iQ saves you time, money & hassle

GETTING STARTED FOR CLIENT ADVISORS

QDRO Pros, Inc. prepares QDROs based upon the information provided by the parties, their advisors, prior court order (MSA, stipulation, judgment, if complete), the applicable retirement plan parameters, and the governing law.  

QDRO Pros normally acts as a neutral party in a joint engagement by the parties, thus allowing us to keep the fees affordable and predictable with one low flat fee. However, we will represent one party for additional fees.

QDRO Pros makes you an effective Client Advisor by integrating over 20 years’ experience in preparing QDROs with our new QDRO Pros iQ system, providing a user friendly, on-line tool, that allows you to address all of the issues that must be considered for a specific plan to have a QDRO prepared.

QDRO Pros IQ allows you to explore multiple scenarios for each of the parties’ retirement plans and advise your individual clients with a predictable outcome.

QDRO Pros avoids duplicate work. When agreement is reached you simply select the agreed upon scenario, provide QDRO Pros with complete information on the parties, have the client sign QDRO Pros Terms of Engagement, submit the fee and we will do the rest. You can determine if you would like us to work with you or directly with your client.

QDRO Pros allows you to upload any documents requested by QDRO Pros, forward emails or information received from your client; your client’s spouse or former spouse, directly through our website.

WHAT does QDRO PROS iQ do:

Provide access to information contained in our real-time internal database
Walk you through step by step all of the relevant issues that MUST be addressed for your client’s specific type of retirement plan
Assist you in advising your client in an appropriate course of action
Assist you in protecting your client’s rights throughout the painful process of divorce
Provide you with a list of Action Items prior to a QDRO being prepared
Provide helpful hints throughout the process, using our extensive “Tool Tips”

HOW TO USE QDRO PROS IQ

Advisor Registration:

  1. Initiate Registration through Client Advisor Team Registration
  2. Client Advisor Registration allows you to authorize more than one Client Advisor to access through your Client Advisor Team
  3. Add individual Client Advisors to Client Advisor Team
  4. Allow all members access to your Client Advisor Team
  5. Log In as Client Advisor and begin work

 

What information do you need to get started:

  1. Employer name or retirement plan name
  2. Client’s names
  3. Date of marriage
  4. Date of separation
  5. Date of dissolution (if already divorced)
  6. Client’s personal information
    1. Contact info
    2. Date of Birth (can be provided later under separate cover)
    3. Social Security Number (can be provided later under separate cover)

 

How does QDRO Pros iQ work:

  1. Enter basic client information
  2. Elect a retirement plan from our extensive database or enter a new one
  3. Explore various retirement division scenarios by answering step by step questions dependent upon your previous answer and save for comparison and discussion with your client or opposing party
  4. Once you elect a scenario that is appropriate for your client, press one button to engage QDRO Pros and send us your information
  5. Upload or email documents requested (i.e, caption page of Petition for Dissolution)
  6. Make payment to QDRO Pros and we will begin the QDRO preparation
  7. QDRO Pros iQ does not formulate the QDRO using a software system.  All QDROs are prepared by our legal team