We are nationally-recognized experts in valuing and allocating the benefits of pension plans, retirement plans, and employee stock options in divorce. In addition, we provide valuation of owenrship interests in closely-held businesses for divorce purposes through an affiliated business appraisal firm, Independent Appraisal, LLC.
In a marital dissolution, a pension or retirement plan is a marital asset (or community asset according to the family law in some states) to the extent it was earned during marriage. The value of the plan assets must be determined and allocated between the marital property (or community property) of the divorcing couple and the separate property of the asset holder.
Our actuary service provides timely, cost-effective valuation and allocation of plan assets for attorneys, mediators, arbitrators, pensioners and their spouses. Our professionals support our valuation/allocation reports with expert testimony.
To discuss your case with one of our experts, please contact us or call (800) 221-6826