Voit Econometrics Group, Inc.
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Free Downloads

Our team has put together this list of free downloadable forms that can provide you with valuable knowledge regarding topics ranging from Pension Valuation to Marital Settlement Agreements.

Our team at 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

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 and 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 tri-fold provides an easy explanation for why pensions are valued and why they are divided by QDROs, along with what QDROs are exactly.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 PensionValuations for Equitable Results

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

Get a Free Consultation

We can help you with your pension valuations, QDROs, and answer any investment questions. Fill out the form below for a free consultation, and let’s get started.

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