QDROs

QDRO PREPARATION

We strive to provide an exceptional value to our clients, which is why we operate on a limited flat fee basis for the majority of our QDRO retentions. For preparing a Qualified Domestic Relations Order ("QDRO"),

We can be retained in an individual capacity or in a joint capacity. If we are retained in an individual capacity, the litigant retaining us is our client and we will represent their interests. If we are retained in a joint capacity, we work as a third-party neutral.

Please note that not all matters are appropriate for a joint representation. If we are retained in a joint capacity, we highly suggest that you retain individual counsel throughout our representation to advocate for your rights. The decision of how to retain our firm can have legal consequences and you should discuss this decision with your individual counsel.

To retain us for our limited flat fee QDRO Preparation service, download, complete, and return one of the below packets to intake@klmattorneys.com or 213-215 W. Miner Street, Second Floor, West Chester, PA 19382.

Joint Engagement Intake Packet (click to download)

Individual Engagement Intake Packet (click to download)

Once you are a client, if you want us to discuss your matter with someone other than you and your attorney, please complete an Authorization and Agreement for Release of Information (click to download) and return to us.

QDRO ADMINISTRATION

Many small and mid-sized businesses do not have the expertise or time to deal with the review and administration of QDROs against their retirement plans. In fact, many do not even know that every ERISA qualified plan is required by federal law to have written QDRO procedures. 

We can help. Our attorneys are thoroughly familiar with the substantive and procedural requirements of QDRO administration and can help set up those federally-mandated QDRO procedures for your company's retirement plan(s).

Further, in the event that your plan is faced with a QDRO, we can review and, in conjunction with your plan's recordkeeper, administer the QDRO in accordance with federal law and your plan documents. If you would prefer to handle this "in house," we can also provide your staff with training on how to comply with these rules and serve on an as needed basis should any questions arise.

For more information on our QDRO Administration services, contact Matthew Morley at (610) 650-0439 or morley@klmattorneys.com.