How Our Online Pension Service Works
(Instant Pension Valuation Report Only $175.00)
Account holders can generate state-specific court ready valuation reports in just minutes. With this easy-to-use interface and case management area, this option has quickly become the preferred method. Total cost is $175.00.
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Create Your Account - establish your username and password as well as provide a business name, your name, address etc.
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Choose Your Method (GATT, LIFE, PBGC) - from an actuarial standpoint the use of mortality tables is preferable to the use of life expectancy tables. At the present time we default to the GATT Method which uses current mortality tables for males and females and the interest rate for 30-Year U.S. Treasury Bonds.
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Choose Your Report Type & State - your report type choices are "Complete", "Incomplete", or "Printable Form". Each will yield the same results. We have provided these three different choices to cater to all situations. Next, you choose the state, so we can deliver to you a state specific valuation report with relative case references.
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Complete Client's Information - you complete your client's information; valuation date, pension plan name, marriage date, participation date, etc.
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Generate & Print Valuation Report - generate valuation report immediately and print the report for easy reference and use.
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QDRO or DRO Preparation (if needed) - if required, our staff will draft a QDR0 or DRO to meet your client's needs. Turn around time is typically within 5-7 business days. Click here for QDR0 Prepartion.
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 Step 1 - Click Here to Begin
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