Pension Valuation Services

Option #1: In-House Pension Valuations

Our more traditional way of doing business. You provide a completed Pension Request Form by mail or fax and we provide your detailed valuation report within 5-7 business days for $240 per pension. Expedited service is also available for an additional fee and Court testimony is also available for this option.

OR

Option #2: Online Pension Valuations

You Create an Online Account and complete the Pension Request Form using our web-based software. Upon completion of the form, your detailed valuation report is provided instantly for $175 per pension. Expedited service is not required because the valuation report is delivered instantly online and court testimony is not available for this option.

Questions? Call our Direct Expert Line: 1-800-447-0084


Understanding Pension Valuations

Pensions are divisible pursuant to divorce because they are considered property. The two most common methods of distributing retirement benefits in divorce are the Immediate Offset Method and the Deferred Distribution Method. The major difference between the Immediate Offset Method and the Deferred Distribution Method is the time at which the division of benefits occurs.

Under the Immediate Offset Method, the present value of the retirement benefits is determined and the non-pensionholder is awarded a lump sum interest in cash or other property. In other words, the non-pensionholder receives an interest in other property owned by the parties that is equal to his/her interest in the pensionholder’s benefit, and the pensionholder retains full ownership rights to the retirement benefits.

If the parties are trying to accomplish an immediate offset of the pension benefit, Pension Appraisers, Inc. offers in-house and online appraisal services. A present value analysis will be conducted on the pension and the results will be returned to the requestor in a written report.

Read more information on the Deferred Distribution Method.


Direct Expert Line:
1-800-447-0084


Instant Online Options


More Information

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Research Information

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