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.

VIEW OUR SERVICES
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
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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
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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
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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.