Pension Plan Valuations/Allocations $200 per plan to be valued

A pension plan or a defined benefit plan promises to pay a specified monthly benefit at retirement for the duration of the pensioner's lifetime. The pension plan may state this promised benefit as an exact dollar amount or, more commonly, it may calculate a benefit through a plan formula that considers such factors as salary and length of service.

Examples of a government pension plan include Federal Employees Retirement System(FERS), Civil Service Retirement System (CSRS), State Teachers Retirement System (STRS), Public Employees Retirement System (PERS), and CALPERS.  Examples of union pensions include carpenters and electricians. Examples of company pensions include Boeing Pension Plan, etc.

Using proprietary software, our analyst determines the actuarial value of the future benefits and then apportions the pension benefits between marital and separate property. Our Pension Plan Valuation/Allocation Report consists of approximately 10 to 15 pages and can usually be completed in 2 to 3 days.

The professional fees for the Pension Plan Valuation/Allocation Report is $200.  Additional services are available at $200 per hour plus out-of-pocket expenses. Please select "Add to Cart" to purchase the Pension Plan Valuation/Allocation Report.

Defined Benefit Pension Form.pdf

Once your purchase is complete, we will e-mail or fax you a form for completion that will include the basic information that we require to complete the report. You can also click on the "Hints for Quick turnaround" for a list of documentation needed. Form and documentation can be sent to us via email, fax or standard mail. After we have had a chance to review the form and documentation, we will contact you if any additional information is required.

To discuss your case with one of our experts, please contact us or call (800) 221-6826.