Whether we’ve worked together before or not, this matters.
If your agreement includes equalization language or a fixed-dollar division, it may already be off.
The market just had its worst week since 2020.
The Dow dropped 1,500 points in two days.
Yet we continue to see settlement agreements drafted like account values don’t move.
Here’s the truth:
✅ Plans don’t always track gains and losses—but clients expect you to.
✅ Fixed-dollar divisions ignore volatility.
✅ Equalization without tracing? That’s just gambling.
✅ Courts expect enforceable language.
That’s why I’m releasing April’s Drop: The Settlement Language Issue-Spotter,™ a practical tool to help you catch the exact problems we see in 401(k), IRA, and 403(b) settlement language beforethey’re baked into judgment.
No templates. No fluff. Just a clear guide to what most attorneys overlook in DC plan divisions.
If you’d like a copy, just reply or message me. I’m only sending it to those who ask.
P.S. In the middle of a settlement and not sure if the numbers or language hold up? Send it over. We review plan-specific language, do the math, and trace the marital share—so your agreement doesn’t unravel down the line.