Pension Services / QDRO

Pension Services / QDRO

Services

Description

Price

401(k), 403(b), ESOP, Annuity, TIAA-CREF, SEP IRA, Keogh Includes joinder of the plan, drafting of all necessary documents, getting pre-approval of all documents by pension plan (to avoid any delay or red-tape at time of retirement) and filing of all documents with the court. $950
Government Plans: PERS, STRS, UCRS, Military Includes joinder of the plan, drafting of all necessary documents, getting pre-approval of all documents by pension plan (to avoid any delay or red-tape at time of retirement) and filing of all documents with the court. $1,050
Federal Plans: FERS, CSRS (includes FEHB Stipulation & Notice) Includes joinder of the plan, drafting of all necessary documents, getting pre-approval of all documents by pension plan (to avoid any delay or red-tape at time of retirement) and filing of all documents with the court. $950
Private Corporation or Company Plans Includes joinder of the plan, drafting of all necessary documents, getting pre-approval of all documents by pension plan (to avoid any delay or red-tape at time of retirement) and filing of all documents with the court. $1,150
Union plans, City Charter, County Charter plans Includes joinder of the plan, drafting of all necessary documents, getting pre-approval of all documents by pension plan (to avoid any delay or red-tape at time of retirement) and filing of all documents with the court. $1,595
Redraft of QDRO (before it is filed with Court) If you change your agreement after the documents have been drafted, a charge will apply to change the documents. The cost of the redraft will depend on the extent and stage of the process and whether the documents have been submitted to the plan for pre-approval. $200 to $500

(Depending on the extent and stage of the redraft)

Amendment of QDRO (after it is filed with Court) If you change your agreement after the documents have been drafted AND FILED WITH THE COURT, a charge will apply to AMEND the documents. Call for Quote
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