TLB 8.6.18

Full QDRO Outsourcing

Available from Strategic Benefits Advisors

In order to meet the increasingly complex demands of QDRO servicing, Strategic Benefits Advisors, Inc. (SBA) provides clients with comprehensive servicing of DROs by developing and maintaining a custom DRO center that has the following attributes:

— A dedicated 800# that will be used only for servicing attorneys and their staff who require assistance with client-related DROs. The center will also service any participants who call in with DRO-related questions or requests.
— A staff of dedicated, experienced SBA employees who will be available to promptly answer incoming calls.
— A dedicated post office box solely for the receipt of each client’s DRO-related mail so that incoming communications will not be lost.
— Imaging and retention of all incoming documents.
— Development of standard QDRO models and clear instructions for use by the attorneys.
— Immediate securing of participant accounts via a hold entered directly through the outsourcer’s system or communicated to the outsourcer (we prefer direct updates to system).
— A 5-business-day commitment to provide written responses to all data requests/subpoenas for data that can be directly obtained by SBA (measured from the date of receipt of the original request to the date the response is mailed).
— Clear written communication back to the attorney(s) outlining any additional information that is needed.
— Clear written communications with the attorney(s) to describe any missing information.
— ...and more

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