Effective February 1, 2022, our fees will be changing. Click here to view our new fees.

2022 Fees

Effective February 1, 2022

Download 2022 Fee Update Letter

Order Drafting Services

Service

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Fee

QDRO or Other Non-Military Division Order

We review the Decree and plan documents then draft an Order that is customized to the case. In the event that the Entry is vague or silent, we will require instruction from the requesting attorney.
$500

IRA Letter of Instruction

Most IRAs don’t require QDROs. This letter provides the administrator with the necessary division instructions.
$300

Military Order

Military Qualifying Court Order for any of the branches of the US Military.
$600

Update Order

Change provisions of previously drafted Order which has not been rejected.
$250

Offset Calculations

An offset of two or more plans starts at $200.  We will charge more based on the number of plans involved/complexity of the calculation. We may waive the fee if we performed a passive growth or other valuation.
Starts at $200

Discounts

We offer a discount that is automatically applied to your request!

Anytime you request the preparation of multiple division orders in the same case we will discount the second and any subsequent orders by $200. For instance, if you need both a defined benefit and defined contribution QDRO in the same case, the total fee will be $800 ($500 for the first and $300 for the second). In order to receive this discount, all same case QDRO requests must be submitted at the same time. Same case QDRO requests individually completed and submitted with payment will not receive the discount. We do not offer a discount on any other services including valuations. There is no discount on Letters of Instructions.

Valuation Services

Service

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Fee

Present Value

Provides the current lump sum value of the accrued pension at the normal retirement age. This service includes discovery.
$350

Passive Growth Analysis on Defined Contribution Plans

Tracing the passive growth of separate property brought into defined contribution plans. Please note: For complex plans that will take longer than usual, we will contact you with an additional cost estimate.
Starts at $600

Deferred Retirement Option Plan (DROP) Analysis

Calculation of an alternate payee’s portion of a DROP account given at monthly intervals assuming the member terminates sometime between the current date and the member’s Maximum DROP date.
$400

Excess Survivorship

For retired participants who elected a Joint and Survivor Annuity percentage larger than required by law or indicated by marital coverture.
$400

Lost Survivorship

For former spouses of a retired participant who were not elected for the survivorship awarded by the court.
$500

Additional Date / Multiple Assumptions

When you need one report with two different dates for the end of the marriage or when you need multiple values based on health assumptions or disability options.
Contact us for additional charges

General Services

Service

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Fee

Consultations/Catch-All Help

Set up a time to discuss your case by phone or in person. We’ll discuss your issues, come up with a plan, and help you implement that plan.
$300/hour

Expert Testimony

Our Per Diem Rate is $1,000 for expert testimony, with a one day minimum. In addition to the time spent testifying, this rate will be charged for preparation time and travel expenses. We will discuss the case and provide a quote on the fees for testimony.
Starts at $1,000; Contact us for a free quote

Expedite – Next Day

Additional fee beyond regular cost of service.
$400/item

Expedite – 3 Business Days

Additional fee beyond regular cost of service.
$200/item

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