FORMS
FEES
We offer a discount that is automatically applied to your request!
Anytime you request the preparation of multiple orders in the same case we will discount the second and any subsequent orders by $100. For instance, if you need both a defined benefit and define contribution QDRO in the same case, the total fee will be $700 ($400 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 for the request of multiple present values.
See Fee Schedule below or Download Fee Schedule
Please make checks payable to “QDRO Group”. You can also pay with a credit card by using our Pay Now feature.
| SERVICE | MORE INFO | FEE |
|---|---|---|
| QDRO | 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. | $400 |
|
– Discovery for QDRO Requests |
We can request the necessary plan information from the employer when provided with a plan name, contact information and a limited authorization. | $100/plan |
| – Complex Plans Upcharge | Preparation of QDROs for some plans require a significant amount of additional time and skill. We will contact you when this charge applies. | $100/plan |
|
IRA Letters of Instruction |
Most IRAs don’t require QDROs. This letter provides the administrator with the necessary division instructions. | $200 |
|
Federal (COAP) and State (DOPO) Orders |
These QDRO-like orders divide Civil Service Retirement System (CSRS), Federal Employees Retirement System (FERS), Thrift Savings Plan (TSP), and each of the state pension plans in Ohio (OPERS, STRS, SERS, OP&F, HPRS) | $400 |
|
Military Order |
Military Qualifying Court Order for any of the branches of the US Military. | $500 |
|
Update Order |
Change provisions of previously drafted Order which has not been rejected. | $200 |
| SERVICE | MORE INFO | FEES |
|---|---|---|
|
Traditional Present Value |
Provides the current lump sum value of the accrued pension at the normal retirement age. This service includes discovery. | $250 |
|
Present Value of Government Plans |
Including Civil Service, FERS, Military, Railroad, Social Security and State pension plans | $250 |
|
Multi-Employer Union Plans |
For any plan that requires a special calculation of coverture because of non-uniform benefit formula accruals | $300 |
|
Cash Balance Plans |
Includes tracing of marital and separate property in the accrual of the account as well as present value of current benefit equivalent (when plans will supply information) | $350 |
|
Update Report – Up to one year |
To recalculate present value based on new dates or assumptions (usually no discovery is necessary) | 1/2 fee |
|
Update Report – Over one year |
To recalculate present value based on new dates or assumptions and current accrued benefit (new discovery is included) | Full Fee |
|
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 |
| SERVICE | MORE INFO | FEE |
|---|---|---|
| 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 | $350 |
|
Excess Survivorship |
For retired participants who elected a Joint and Survivor Annuity percentage larger than required by law or indicated by marital coverture | $300 |
|
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 | $100 |
|
Review Opposing Expert Report – Written |
We compare and contrast our report with one from another expert and critique any assumptions that we deem inappropriate. | $200 plus report fee |
| SERVICE | MORE INFO | FEE |
|---|---|---|
|
Negotiation and Settlement Help |
Set up a time to discuss your case by phone or in person. We’ll review the retirement assets and recommend a solution. | $150/hour |
|
Legal Services |
Legal and plan research, customized settlement agreement language, reviewing proposed documents and other specialized services from our ERISA attorney. | $200/hour |
|
Expert Testimony In Office |
Where the court permits, we can provide testimony from our office. Fee includes preparation and testimony time. * | $750 |
|
Expert Testimony at Court |
All-inclusive preparation, travel (within Ohio), and appearance fee for expert witness on present value or QDRO issues. Date must be requested and retainer must be received in advance before witness can be guaranteed. * | $1500 |
|
Expedite – Next Day |
Additional fee beyond regular cost of service | $200 per item |
|
Expedite – 3 Business Days |
Additional fee beyond regular cost of service | $100 per item |
*An additional fee of $250 may be charged for short notice, at the discretion of the expert. Click here for more information and forms to order testimony.