QDRO Preparation | QDRO Distribution | IRA Rollover Options | Security Analysis | Economic Analysis

Free Downloads

Voit Econometrics Group has gathered some related free downloads below:

  1. Profit Sharing, Pension Plan and Retirement Account Authorization
  2. Trifold Brochure - "The Purpose of Valuing & Dividing Pensions for Divorce"
  3. Trifold Brochure - "QDROs and Pension Valuations for Equitable Results"
  4. Present Value of a Pension Diagram - Defined Benefit Plans
  5. Additional Info Regarding the Pension Valuation/QDRO Process: Source 1
  6. Additional Info Regarding the Pension Valuation/QDRO Process: Source 2
  7. Valuations of Businesses in Divorce, pub. by CCH Business Valuation Alert, April 2004
  8. National Medical Support Notice Forms & Instructions
  9. National Medical Support Notice - Part A
  10. National Medical Support Notice - Part B
  11. Stock Option Probability Distribution Table

(for PDF Documents - Get Acrobat PDF Reader here)

Suggested Language for the Marital Settlement Agreement

The following form is an example of Language to be used in the Marital Settlement Agreement.

Profit Sharing, Pension Plan and Retirement Account Authorization

Attorneys can use this Profit Sharing, Pension Plan and Retirement Account Authorization form to request pension/retirement plan information on behalf of the participant. This form will make sure that you have all of the information needed for an accurate pension valuation.

The Purpose of Valuing & Dividing Pensions for Divorce

This insightful tri-fold provides, in a general sense, an easy to understand explanation of why pensions are valued and why they are divided by QDRO's, not to mention what QDRO's are. This tri-fold has been made available for those who wish to distribute them to their clients rather than trying to explain in layman terms pension options and valuations.

QDROs and Pension Valuations for Equitable Results

This second tri-fold contains general information on the types of services our company provides.

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