Retirement Plans Allocation / $300 per plan to be valued

A retirement plan or defined contribution plan does not  promise a specific amount of benefits at retirement. In a defined contribution  plan, the employee or the employer (or both) contribute to the employee's  individual account under the plan, sometimes at a set rate, such as 5 percent of  earnings annually. These contributions generally are invested on the employee's  behalf. The employee will ultimately receive the balance in their account, which  is based on contributions plus or minus investment gains or losses. The value of  the account will fluctuate due to the changes in the value of the investments. Examples of defined contribution plans include 401(k) plans, 403(b)  plans, profit-sharing plans, and individual retirement accounts  (IRA) including SEP-IRA, educational IRA, and Roth IRA.

If the defined contribution plan was opened before the  date of marriage, had loans or transfers during the marriage, or had contributions made after the date of separation, the value of the plan assets must be apportioned or allocated between marital and separate property.

Using the tracing method our analyst will conduct an accounting for the plan to determine the portion of the plan assets that are marital or separate property and then document the result of the analysis in a Retirement Plan Allocation Report. Our Retirement Plan Allocation Report consists of 10 to 15 pages and can usually be completed in 5 to 10 days.

The professional fees for the retirement plan allocation report is $300. More complex cases are billed at $200 per hour. We will contact you if your analysis is expected to exceed $300.  Please select "Add to Cart" to purchase the Retirement Plan  Allocation Report.

Defined Contribution 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 we require any additional information.

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


Headquarters

Legal Economic Evaluations
P.O. Box 4
Marysville, CA 95901
Toll-Free: (800) 221-6826
Local: (530) 673-3219
Fax: (530) 671-0337
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