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Recent Posts in Expert Pension Evalutor Category

What is the "Evaluation Date" Used for QDRO Purposes?

Jamie, from Bethesda, MD, asks, "What is the "Evaluation Date" that is used in the QDRO's?" Spencer Olsen from Pension Evaluators ® at Troyan Inc. ® , answers, ...
Continue reading "What is the "Evaluation Date" Used for QDRO Purposes?" »

Will Receiving a Portion of my Husband's Pension Affect Child Support Payments?

Penny, from San Fransisco, CA asks, "Will Receiving a Portion of my Husband's Pension Affect Child Support Payments?" Spencer Olsen from Pension Evaluators ® at Troyan Inc. ® , ...
Continue reading "Will Receiving a Portion of my Husband's Pension Affect Child Support Payments?" »

How Do 'Contributions' Factor Into the Value of My Retirement Plan?

Jessica W. of Pennsylvania asks : "How Do 'Contributions' Factor Into the Value of My Retirement Plan?" Spencer, in the Pension Department, of Pension Evaluators ® at Troyan Inc. ...
Continue reading "How Do 'Contributions' Factor Into the Value of My Retirement Plan?" »

What Must I Do to Protect Myself During the Divorce Proceeding for My Entitlement's to my Husband's Pension(s)?

Q. Vanessa W. from Columbus, OH asks: " What Must I Do to Protect Myself During the Divorce Proceeding for My Entitlement's to my Husband's Pension(s)?" A. Evan from Pension ...
Continue reading "What Must I Do to Protect Myself During the Divorce Proceeding for My Entitlement's to my Husband's Pension(s)?" »

How Do I Make My Loan Payments?

Q. Christie C. of Arkansas asks : "How Do I Make My Loan Payments?" A. Brett Disdale from Pension Evaluators ® at Troyan Inc. ® , answers : "Loan repayments must be deducted ...
Continue reading "How Do I Make My Loan Payments?" »

What If I Change Jobs Before I Pay My Loan Back?

Q. Mackenzie T. of Colorado wants to know : "What If I Change Jobs Before I Pay My Loan Back?" A. Brett Disdale from Pension Evaluators® at Troyan Inc.®, answers : "If you ...
Continue reading "What If I Change Jobs Before I Pay My Loan Back?" »

How Do I Get Started?

Q. Ryan G. of North Carolina asks: " How Do I Get Started?" A. Brett, from the QDRO Department of Pension Evaluators ® at Troyan, Inc. ® responds: " You can contact us at ...
Continue reading "How Do I Get Started?" »

Do I Need An Order To Split An IRA?

Q. Michael C. of Delaware asks: "Do I Need an Order to Split An IRA?" A. Brett, from the QDRO Department of Pension Evaluators ® at Troyan, Inc. ® replies: " Yes, per IRC 408 ...
Continue reading "Do I Need An Order To Split An IRA?" »

If A Retirement Plan Has A Model (i.e. sample) Order, Should I Use It?

Q. Kira F. of Iowa wants to know: If a Retirement Plan Has a Model (i.e. sample) Order, Should I Use It? A. Brett, from the QDRO Department of Pension Evaluators ® at Troyan, Inc. ® writes: ...
Continue reading "If A Retirement Plan Has A Model (i.e. sample) Order, Should I Use It?" »

What Are The Tax Consequences Of Taking a Distribution From a Pension or 401(k) Plan?

Q. Tiffany T. of Pennsylvania asks: "I Am Going Through a Divorce and We Recently Had Our Retirement Plans, Pension and 401(k)'s Evaluated. If We Are Able to Immediately Offset One Another ...
Continue reading "What Are The Tax Consequences Of Taking a Distribution From a Pension or 401(k) Plan?" »

How Much Is My Benefit?

Q. Chelsea C. of Nevada asks: "How Much is My Benefit?" A. Spencer, from the QDRO Department of Pension Evaluators ® at Troyan, Inc. ® replies: " You may request the plan ...
Continue reading "How Much Is My Benefit?" »

What If My Employee Pension Plan Terminates As A Result Of My Employer Declaring Bankruptcy?

Q. Abigail G. of West Virginia asks: "What If my Employee Pension Plan Terminates as a result of my Employer declaring Bankruptcy?" A. Evan from the QDRO Department of Pension Evaluators ...
Continue reading "What If My Employee Pension Plan Terminates As A Result Of My Employer Declaring Bankruptcy?" »

Why Is My Ex-Spouse Already Receiving Her Award From My Pension Plan If I Am Not Retired?

Q. Mario S. from KY: "I worked for the United States Railroad for nearly 40 years. I am eligible for retirement benefits as of last year, however; I chose to remain on my salary for ancillary ...
Continue reading "Why Is My Ex-Spouse Already Receiving Her Award From My Pension Plan If I Am Not Retired?" »

Do I Need a Present Value Evaluation If I Am Waiting Until Retirement For My Pension Benefit Distribution?

Tony P. of New Jersey wants to know: Do I need a Present Value Evaluation if I am waiting until retirement for my Pension Benefit Distribution? Brett, from Pension Evaluators ® at Troyan, Inc. ...
Continue reading "Do I Need a Present Value Evaluation If I Am Waiting Until Retirement For My Pension Benefit Distribution?" »

Do I Need To Have My 401(k), Savings & Investement Or Other "Cash Type" Plan Evaluated For My Divorce?

Steve J., of Warren, New Jersey asks: "Do I need to get my 401(k) or Savings & Investment Plan evaluated for my divorce?" Spencer Olsen, from the QDRO Department of Pension Evaluators ...
Continue reading "Do I Need To Have My 401(k), Savings & Investement Or Other "Cash Type" Plan Evaluated For My Divorce?" »

Posthumous Nunc Pro Tunc Pension Awards via QDRO in Divorce

Q. Valerie, B. of Arlington Heights, IL. asks: "Am I Eligible for the Pension from my (deceased) ex-husband's Pension through our Divorce?" A. Brett, from Pension Evaluators ® at ...
Continue reading "Posthumous Nunc Pro Tunc Pension Awards via QDRO in Divorce" »

What Happens Now That Lehman Brother's No Longer Handles My Ex-Husband's Pension and We Are Going Through a Divorce?

Sandra G. of Miami, Fl., writes : "What Happens Now That Lehman Brother's No Longer Handles My Ex-Husband's Pension and We Are Going Through a Divorce?" A. Evan, from the QDRO ...
Continue reading "What Happens Now That Lehman Brother's No Longer Handles My Ex-Husband's Pension and We Are Going Through a Divorce?" »

Why Hire An Expert Pension Evaluator®?

Q. Kyle T. of Pennsylvania asks: "Why Hire An Expert Pension Evaluator ® ?" A. Spencer, Lead Pension Analyst at Pension Evaluators ® at Troyan, Inc. ® replies: " As ...
Continue reading "Why Hire An Expert Pension Evaluator®?" »

What Is The Rate Of Interest Used To Value A Pension In Divorce?

Q. Kim C., of Alabama wants to know: What is the rate of interest used to value a pension in divorce? A. Brett, from the QDRO Department of Pension Evaluators ® at Troyan, Inc. ® replies : ...
Continue reading "What Is The Rate Of Interest Used To Value A Pension In Divorce?" »

Why Is It Important To Have A Pension Divded In A Divorce?

Q. Karen R., of Minnesota asks: How important is it to have a pension divided in a divorce? A. Spencer, a Lead Pension Anaylst at Pension Evaluators ® at Troyan, Inc. ® replies: " ...
Continue reading "Why Is It Important To Have A Pension Divded In A Divorce?" »

Are Contributions Part Of My Pension?

Q. John D. of Texas wants to know : "Why do I need a Pension Evaluation if contributions identify a dollar amount. Are contributions part of my pension?" A. Brett, from the QDRO Department ...
Continue reading "Are Contributions Part Of My Pension?" »

How Does Being Vested Effect My Pension?

Q. Mark A., of Kansas wants to know: "How does being vested effect my pension? A. Brett, from the QDRO Department of Pension Evaluators ® at Troyan, Inc. ® replies: "When one is ...
Continue reading "How Does Being Vested Effect My Pension?" »

Why Do You Need A Pension Evaluation?

Q. Brittany L. of Michigan asks: "Why do I need a Pension Evaluation?" A. Brett, from the QDRO Department of Pension Evaluators ® at Troyan, Inc. ® replies: " If you have filed ...
Continue reading "Why Do You Need A Pension Evaluation?" »

Welcome To Our Pension Evaluation Blog.

We are pleased to announce the launch of our Pension Evaluation Blog!!! By Pension Evaluators ® at Troyan, Inc. ®
Continue reading "Welcome To Our Pension Evaluation Blog." »
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