Troyan, A Legendary Actuarial Consulting Firm, For Pension Evaluations.

Court Admissible Reports Per Your Jurisdiction at an affordable cost.

We specialize in retirement plan analysis for divorce & economic loss matters

court admitted pension experts, available to testify nationwide.

Pension evaluations prepared for lawyers, mediators, & non-attorney litigants.

We guarantee your qdro gets approved!

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Pension Evaluation
Basic Pension Principles
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Collection Laws and Exemptions by State
Tax Treatment in Pension Evaluation
Distribution from Qualified Plans
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When Will I Receive My Money?

Q. Adam L. of Ohio wants to know: "When Will I Receive My Money?"

A. Brett, from the QDRO Department of Pension Evaluators®at Troyan, Inc.®replies: "This is determined by the plan's benefit payment provisions. As a general rule, plans which have account balances (for example, a 401(k) savings plan, 403(b) tax sheltered annuity and profit sharing plan) will allow an immediate tax-free rollover to the alternate payee's IRA, or pay an immediate taxable lump sum cash distribution to an alternate payee. Furthermore, pension plans don't typically pay monthly benefits to an alternate payee until the participant has satisfied the plan's age and service requirements to be eligible for early retirement. Your eligibility for benefit payments will be described in detail in the Summary Plan Description and the plan administrator's QDRO procedures."

Brett Disdale

Lead QDRO Consultant

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