Marital Property in Retirement Plans: An Overview of Potential Pitfalls/Key Takeaways in Valuation and Division

In this presentation, we will be discussing common issues regarding the valuation of non-marital property in defined contribution plans as well as the actuarial valuation of public retirement plans. We will also discuss when such valuations may be appropriate and when they should be avoided and instead divided by QILDRO.

John Madden is a partner at Moon, Schwartz, and Madden, a valuation consulting firm specializing in assisting individuals, family law attorneys, and their clients in dividing community property interest in retirement benefits. Mr. Madden is qualified as an expert witness in actuarial pension valuations (including survivor benefits), defined contribution plan tracings and (Q)DROs in the Superior Court of many counties in California, New Mexico, and Illinois. He is a member of the “QDRONES” which is an organization of attorneys and valuation experts who specialize in issues related to the valuation and division of retirement benefits. Mr. Madden has also been a guest speaker at various family law conferences in Northern and Southern California and is a graduate of Temple University and was born in Philadelphia, PA.

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• Time: 12:00 p.m. - 1:00 p.m.
  
• Location: IPA's member engagement community - IPA Connect
• Cost: No charge for IPA members