Appraisal Services

Present Value Calculation

Private Pension ….………………………………….. $600

State or Civilian Federal Pension …..……………. $700

Military Pension …………………………………….. $800

Survivor Benefit ……….……………………………. $700

Social Security Benefits …………………………… $600

Expert Witness

$1,000 retainer required

Court and Preparation Time …………………... $300/hr

Travel Time ……………………………...………... $150/hr

Consultation

Review of Other Expert’s Appraisal ………….. $250/hr

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QDRO Services

QDRO services limited to divorce cases in New England courts only (MA, NH, VT, CT, RI, ME).

QDRO/DRO Preparation

Defined Contribution Plan ……………………….....$700

401(k), 403(b), 457(b), TSP, Unions, etc.

Defined Benefit Plan ……………………………….. $750

Private Pension Plans, Unions, etc.

Defined Benefit Plan ……………………………….. $800

Civilian Federal, State/County/Municipal

MRPDO (Military Retired Pay Division Order)….. $850

Military High-3 Calculation* …….………………… $200

PASA, Inc. QDRO preparation fees full-service includes:

• Gathering documents and information

• Obtaining parties’ approval

• Retirement plan research

• Drafting

• Obtaining plan administrator preapproval (when applicable)

Division of IRAs

(Individual Retirement Accounts / Individual Retirement Annuities)

If your case may require the division of an IRA, before contacting PASA, Inc., please explore the options available through the financial advisor associated with the IRA or the custodian company. You can start the process by submitting the separation agreement / divorce decree to the IRA custodian or advisor to see if anything additional is needed. It is likely the IRA custodian may accept the full separation agreement / divorce decree along with a simple Transfer Form specific to their company.

If the parties cannot divide the IRA through their financial advisor or IRA custodian directly:

IRA DRO ……………………………………………… $650

IRA-specific Calculations.……………………… $175/hr

Note: This refers to calculations such as determining the number of shares to be assigned across all investments in an account. This does not refer to calculating past gain/loss or calculating marital portions via the tracing/segregation method. Please note: We are not financial financial advisors or tax experts; any calculations we provide require your approval.

Other QDRO Services

Additional Services Hourly Rate ..................... $175/hr

Extensive Retirement Plan Research; Changes in Recordkeeper; Revisions After Completion

Additional Calculations

Hourly Rate …………………….….………..……. $175/hr

One-hour minimum fee for offsetting multiple retirement accounts. We do not provide calculations using Tracing/Segregation Method or to determine gain/loss.

QDRO Review

Review of Outside QDRO …….…...……….….. $275/hr

One-hour minimum fee

Separation Agreement Language

Sample Agreement Language  …..............…… $175/hr
Attorneys only. Complimentary if part of our QDRO preparation service; however, extensive consultation may be billed at hourly rate.

Consultation

Hourly Rate………………………………...……… $175/hr
In-depth QDRO Consultation / Conference Calls

*Note on Military High-3 Calculations: For divorces final after 12/23/16 with a member who entered service after 9/8/80 and who is not in pay status as of divorce, Military Retired Pay Division Orders are required under NDAA17 to include High-3 calculations as of the final date of divorce (Divorce Absolute in Massachusetts), and the division is required to be a percentage as of the final date of divorce. If the intent is to divide the pension as of an earlier date and further calculations are required, please see “Additional Calculations” section above.

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