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Pension Valuation Checklist

This information is required for the Plan Participant:

  • Full Name of Plan Participant Spouse
  • Precise Name of Plan and/or Summary Plan Description if possible
  • Date of Valuation (i.e. date of separation, date of filing, or date of divorce, etc.)
  • Date of Marriage – if employee/participant was employed prior to the marriage
  • Date of Birth of Pension Spouse
  • Accrued Monthly Benefit
  • Retainer (2 hrs. @$250/hr. payable in advance or before commencement of work – fee based
    only on first two hours, additional time billed separately)
  • Retired?
    If Yes, Provide Date of Retirement or entry into DROP (municipal pensions)
    If Retired, did plan participant spouse elect survivor benefits?
  • Type: 50% J&S, 100% Joint & Survivor
  • Date of Birth of Non-Pension Spouse

For Military Service Members

  • Reservist or Full-time Active?
  • Branch of Service
  • Date of Entry into Military (or Years of Service)
  • Date of Retirement

Additional Notes:

  • Reservist or Full-time Active?
  • Rank or Pay Grade

Get a Free Consultation

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

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