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.
Why Passive Growths?
Retainer: $750/each
Note: The fee increases with the level of complexity of the tracing.
Electronic Payment