May General Meeting

Avoiding Malpractice and Other Headaches in the QDRO Process presented by Matt Lundy

Join us for our May General Meeting on Wednesday, May 13, 2026, where we’re excited to welcome Matt Lundy as our featured speaker. Matt will be presenting “Avoiding Malpractice and Other Headaches in the QDRO Process,” a topic that is both highly relevant and often misunderstood in our field.

Learn the difference between simply drafting a QDRO and fully navigating the retirement account division process. As Matt will explain, preparing the order is only one small part of a much larger, more complex process that involves coordination with retirement plans, courts, attorneys, and sometimes financial professionals. Understanding this full scope is essential to protecting your clients and avoiding costly missteps.

Matt will also walk through what a realistic QDRO timeline looks like and why delays or incomplete handling of the process can put assets at risk. His firm’s comprehensive, start-to-finish approach highlights the level of diligence required to see these matters through properly—something every professional in this space should be aware of.

Whether you’re new to QDROs or have experience working with them, this presentation will provide valuable insights to help you better serve your clients and avoid common pitfalls. We hope you’ll join us for what promises to be an informative and practical discussion.

Thank you to our drink and dessert sponsors, Emma Broming and Lee Upton, Premier Quantitative Consulting, Inc.