Why Might I Need A Pension Evaluation?
Posted on Feb 5, 2014 7:51am PST
Q. Kayla J. of Mississippi asks: Why Might I Need a Pension Evaluation?
A. Evan, from the QDRO Department of Pension Evaluators & QDROS Of
Troyan, Inc Associates Group writes: "The most common reason for a Pension Evaluation is to compare the
value of a pension to the value of other marital assets (for example,
equity in the marital home, a 401(k), etc.) when dividing assets in a
divorce. Another common reason for obtaining a Pension Evaluation is to
compare retirement benefit elections, such as, which age to retire or
which form of benefit to elect (e.g. survivor annuity, single life annuity
or lump sum) since such elections affect the amount and duration of pension
benefit payments."
Evan Edelstein
Lead QDRO Consultant
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