Court order to divide defined contribution and defined benefits plans (e.g. 401(k), 403(b), profit sharing, ESOP, pensions, retirement plan, cash balance).
Report that provides the current value of defined benefit plans, including social security.
Court orders to divide state of Ohio pensions and the Ohio Public Employees Deferred Compensation Program.
Court orders to divide federal pensions and the Thrift Savings Plan.
Court orders to divide military pensions and the Thrift Savings Plan.
Report that traces the passive growth of separate property brought into defined contribution plans.
Service that discovers retirement plans before settlement or drafting a court order.
Guidance for dividing IRA accounts – most do not need a court order!
Court orders for state, county, and city governmental retirement plans outside the state of Ohio.
Services include (1) tailored separation agreement language,(2) executive benefit/non-qualified plan assistance, (3) litigation assistance.
Tiered levels of service depending on your testimony needs.