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

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Pension Evaluation
Basic Pension Principles
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State Analysis of IRA Exemptions
Collection Laws and Exemptions by State
Tax Treatment in Pension Evaluation
Distribution from Qualified Plans
Webutation
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Recent Posts in Expert QDRO Category

Is a QDRO really necessary to divide retirement benefits?

Frank from Brooklyn, NY asks, "Is a QDRO really necessary to divide retirement benefits?" Spencer Olsen from Pension Evaluators ® at Troyan Inc. ® , answers, "The short answer ...
Continue reading "Is a QDRO really necessary to divide retirement benefits?" »

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?" »

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 ...
Continue reading "What is an Example of When a QDRO Dollar Appraisal is Ordered?" »

Why Should I Hire a QDRO Expert to Prepare and Submit my QDRO if the model QDRO is Already Available?

Sarah from Brooklyn, NY, asks, "Why should I hire a QDRO expert to prepare and moreso, submit, my QDRO, instead of using the Model QDRO available from the plan? Spencer Olsen from Pension ...
Continue reading "Why Should I Hire a QDRO Expert to Prepare and Submit my QDRO if the model QDRO is Already Available?" »
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