Retirement · VennBoard for C(k)P®s
Plan-design depth. With divorce-event awareness.
C(k)P designees know defined-contribution plan design at a level few other advisors do — and that depth matters when a participant divorces. VennBoard gives Certified 401(k) Professionals a workspace that captures plan-design specifics and the QDRO mechanics together.
C(k)P® on a matter
Certified 401(k) Professional (C(k)P®)
- Document plan-specific provisions relevant to QDRO drafting
- Coordinate participant communication during a divorce event
- Track plan acceptance of QDRO orders end-to-end
- Advise plan sponsors on event-driven communication and timing
- Audit log: every action timestamped & exportable
Jobs to be done
What a C(k)P® actually does — on VennBoard.
- Document plan-specific provisions relevant to QDRO drafting.
- Coordinate participant communication during a divorce event.
- Track plan acceptance of QDRO orders end-to-end.
- Advise plan sponsors on event-driven communication and timing.
Documents you’ll touch
The artifacts the work produces.
Each lives on the matter, with audit-graded provenance, version control, and exportable records.
Plan Documents
QDRO Acceptance Letters
Participant Communications
Event-Timing Memos
Tools that fit your role
What VennBoard gives a C(k)P®.
Plan-Specific Library
Provisions kept current.
QDRO Acceptance Tracker
Filed → accepted → split.
Participant Comms
Event-driven, audit-logged.
Sponsor Advisory Tools
Timing and disclosure.
Works alongside
The other professionals on the matter.
VennBoard is built so every role on a divorce case can collaborate on one workspace, with the right scope. Here’s who you’ll most often coordinate with.