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QDRO

Court order to divide defined contribution and defined benefits plans (e.g. 401(k), 403(b), profit sharing, ESOP, pensions, retirement plan, cash balance).

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PRESENT VALUE

Report that provides the current value of defined benefit plans, including social security.

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DOPO & ODC

Court orders to divide state of Ohio pensions and the Ohio Public Employees Deferred Compensation Program.

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COAP & TSP

Court orders to divide federal pensions and the Thrift Savings Plan.

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MILITARY & TSP

Court orders to divide military pensions and the Thrift Savings Plan.

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PASSIVE GROWTH ANALYSIS

Report that traces the passive growth of separate property brought into defined contribution plans.

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DISCOVERY

Service that discovers retirement plans before settlement or drafting a court order.

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IRA

Guidance for dividing IRA accounts – most do not need a court order!

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NON-OHIO PUBLIC PLANS

Court orders for state, county, and city governmental retirement plans outside the state of Ohio.

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LEGAL SERVICES

Services include (1) tailored separation agreement language,(2) executive benefit/non-qualified plan assistance, (3) litigation assistance.

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TESTIMONY

Tiered levels of service depending on your testimony needs.

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COMPLETE LIST OF FORMS & FEE SCHEDULE

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