Robert Treat, ESQ*

Curriculum Vitae

Education

  • J.D. - Univ. Toledo College of Law
  • B.S., Public Law & Govt. - Eastern Michigan Univ.
  • APA - Accredited Pension Administrator certification program through the National Institute of Pension Administrators

Employment

  • U.S. Army – 1976-1979, honorable.
  • IDS Financial Services, American Express Financial Advisors, Hantz Financial – 1992-2002 - Financial Planning for individuals: Financial Position, Insurance, Investments, Taxation, Retirement, and Estate Planning
  • Mantese, Miller & Shea – 2000-2002 – Law Clerk – drafted deeds, preliminary estate plans, developed and managed client data base
  • Hantz Consulting/QDROExpress – April 2002 to present – research and prepare domestic relations orders and pension valuations; ongoing development of QDRO software; amass and update company specific retirement plan information. President of the company - responsible for day to day operations and oversight.

Licenses

  • Law - Michigan Bar Association
  • General Securities License (Series 7 & 63)
  • Life, Accident & Health Insurance
  • Variable Contracts

Other

  • QDRO Committee, Family Law Section, State Bar of Michigan
  • Elected to State Bar of Michigan Family Law Council in 2008 – 3 year term.
  • Contributor to Institute of Continuing Legal Education publication, QDROs, EDROs & Division of Employee Benefits on Divorce, 2004 edition – Chapter 5 IRAs and Federal Pensions.
  • Numerous articles about QDROs for the Michigan Family Law Journal
  • Presenter of QDRO Seminars for Professionals in Michigan and across the country; have presented for the Family Law Section of the State Bar of Michigan, the Institute for Continuing Legal Education, the Institute for Certified Divorce Financial Analysts, and various County Bar Associations, law firms and Financial Services firms.
  • Over 5,000 QDROs prepared or reviewed. Orders divide ERISA plans, Federal Plans (FERS, CSRS, Military), and State and Municipal Government plans.
  • Plan Administrator, Hantz Group Retirement Savings Plan.
  • Recipient of 2007 Oakland County (Michigan) Bar Association pro bono attorney of the year award.
  • Member of the QDRONES