Why Might I Need A Pension Evaluation?

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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