Qualified Domestic Relations Orders (QDRO), IRA Transfers & Other Division Orders

  • Provide consultation to attorneys in drafting Marital Settlement Agreement language and answer questions about the retirement assets involved.
  • If requested by the attorney, we will answer the client’s questions and assist in their understanding of the process.
  • All Orders are released to the attorney only, unless we are requested to work directly with the client.
  • Orders are pre-approved by the Plan Administrator  prior to submission so there’s no surprises post-filing.

QDRO & IRA Transfer Fees

  • $700 for Order preparation and submission to the Court.
  • Discounts available for multiple Orders.
  • Additional fees may apply in limited circumstances.

Pension Valuations

We provide pension valuations for attorneys requiring the present value of a pension. $300.00 per valuation and $150.00 per hour for calculation of a non-marital/marital portion.

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