Services

Qualified Domestic Relations Orders (QDROs)

We will draft a domestic relations order, send to the plan administrator, and confirm preapproval.

After reviewing your documents, we will contact both sides as a neutral party to ensure we uphold the intent of the parties' Separation Agreement/Decree. Once we receive the necessary information and materials from the parties and the plan, our drafting process typically takes 2-3 weeks. We then will send our draft order to the plan administrator for their preapproval review, which typically takes 1-3 months, depending on the plan.

As part of our QDRO process, we can also assist attorneys in drafting appropriate language for the Separation Agreement.

For more information on what to expect in the QDRO process: PASA QDRO Process Flow or email info@pensionappraisals.com.

To get started: PASA QDRO Request Form

Pension Appraisals

The pension appraisal process is typically used to be able to compare a pension to other assets, such as a 401(k) or even the marital home, in order to compare apples to apples in equalizing the assets. Once we receive all of the necessary information, we will calculate the present value of your pension and send you a detailed letter.

For more information: PASA Appraisal Procedure or email Michael Foley at michael@pensionappraisals.com.

To get started: PASA Appraisal Request Form

PASA, Inc. provides valuation services and document preparation services at your specific direction. We are not a law firm or a substitute for an attorney or law firm. Any opinion provided by us is not to be construed as legal advice or tax/accounting advice.