Our Services
QDRO Preparation & Consulting Services
We prepare QDRO or QDRO-like instruments for all types of plans, both domestic and international. We consult on all QDRO-related matters.
Provide Payment and Retention Documents
We review the settlement language and respond with a fee quote, payment link, and a document request.
We prepare QDRO(s) and Obtain Pre-approval (if Plan offers it)
You Are Ready To File
Once notice of pre-approval is received, we will provide you with a clean copy of the pre-approved QDRO for you to file in Court and subsequently forward to the Plan for their final approval. Please note that, as we are not attorneys, we do not handle the filing. After this step, our services will be considered completed.
Important Notes
- The most recent statement(s) that identify the plan.
- QDRO Model Language & procedures. The “plan participant” can obtain these from the plan administrator.
2) We do not file the QDRO with the court or send certified copies of the QDRO(s) to the plan(s) as that is the function of either counsel for the parties or the parties individually, as the case may be.
Drafting of Settlement Language
We help you draft clear and correct retirement settlement language that will be effectuated by retirement plans.
Provide Payment and Retention Documents
Our office will provide you with a payment link.
Provide a Statement For Each Plan
Providing the above will ensure expeditious completion
If you would like us to obtain the plan participant’s benefit information, we will do so with the participant’s/employee’s signed and notarized authorization release, which we will provide upon request. However, please know that this will add significantly more time to our process.
Marital/Non-marital Tracing Analysis of Defined Contribution Plans
We trace and separate your client’s pre-marital balance together with investment earnings and any post-date cutoff contributions.
Provide Payment and Retention Documents
We review the settlement language and respond with a fee quote, payment link, and a document request.
Provide Statements
Provide us with the requested statements (only electronic copies are accepted).
Providing a complete set of statements will be key for us to render an accurate analysis, which will determine the marital and non-marital share and proportionate investment earnings on each share.
Present Value of Pension Plans
We provide present-value calculations of pension plans often used by attorneys to offset against other assets.
Provide Payment and Retention Documents
Our office provides you with a document request and payment link.
Provide Statements
Provide the Statement of the Participant’s Accrued Benefit as of the Date of Valuation/Cutoff.
Please Note
Cross-Border Divorce Services
We provide consulting, QDRO and retirement valuation services in cross-border divorces.
Valuation and Analysis of US Retirement Assets in Cross-Border Divorces
Settlement Consulting Regarding Cross-Border Divorces
Preparation of Expert Reports and Expert Testimony in Cross-Border Divorces
Preparation of the Proper Settlement Language to Divide US Retirement Assets in Cross-Border Divorces
Preparation of Orders to Share / Transfer US Retirement Assets
It is always a welcome surprise to learn that we live on different continents, but not in different worlds. The issue remains outstandingly complicated in an international context, but it is time to start developing strategies to overcome it. Therefore, I would like to encourage you to continue to promote your services to international audiences. With warm regards from Berlin,