Passive Growth Analysis

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.

FORMS

Passive Growth Analysis New Request Packet (includes checklist & request form)

FEES

Retainer: $600/each

Note: The fee increases with the level of complexity of the tracing.

CREDIT CARD PAYMENT

RELEASES

Limited Authorization Form (for private-sector plans and governmental 457(b) and 403(b). If authorizing Vanguard, it MUST be an original.)

Thrift Savings Plan Authorization Form

IRA Limited Authorization Form

To learn more, visit our Resources.

Sign-up for our Newsletter