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Forms & Fees

Passive Growth Analysis

Passive Growth Analysis

A passive growth analysis report is a tracing of the passive growth of separate property brought into defined contribution plans like a 401(k), 403(b), 457(b), ESOP, profit sharing, or savings plan.

If you provide a Limited Authorization we are able to send a discovery letter to the plan administrator or record keeper to attempt to obtain the account statements, but please recognize that it can take many weeks for us to receive a response, if at all. Plans are becoming less willing to provide information to a third party, frequently change record keepers, and purge “old” records. Often the plan participant must provide all of the quarterly/annual account statements directly or you must send a subpoena.

If all of the quarterly/annual account statements are not available for the whole length of time, please contact us for alternative methods of determining the marital portion.

Download Passive Growth Analysis Request Form

Fees

Retainer: $600/each

Note: The fee increases with the level of complexity of the tracing.

Electronic Payment

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