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

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

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What is an Example of When a QDRO Dollar Appraisal is Ordered?

Kevin, from Franklin Park, NJ, asks, "How do I know whether I need to get a QDRO Dollar Appraisal of not? Can you provide an example of when it would be ordered?"

Spencer Olsen from Pension Evaluators® at Troyan Inc.®, answers, "Sure, here's a good example: When a new plan administrator takes over, they will usually not perform any calculations regarding benefits accrued prior to their plan administration date. For example, if the parties' date of separation was in 2003 but the plan administrator changed in 2005, the plan administrator will reject a QDRO with a valuation date in 2005 because they do not have records prior to 2007. This can present significant problems if the parties do not have their own plan statements for the time period from the date of marriage to date of separation; and will increase the expense involved in the QDRO as the parties may need to retain our acutarial services to perform a calculation to determine the marital interest in the Plan.

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The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.