Fee Schedule
PDF Fee Schedule

Instant Online Services

Determine the Present Value of Defined Benefit Plans:
Online Rate - One Report (either GATT, Life Expectancy or PBGC Appraisals)
Available Through PensionAppraisalDesk
$175.00
Drafting of Qualified Domestic Relations Orders (QDROs):
Online Rate - One QDRO
Pre-approval by Plan Administrator (optional)
Available Through QdroDesk

$299.00
$100.00

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In-House Services

Determine the Present Value of Defined Benefit Plans:

Pension Valuation Request Forms

One Report (either GATT, Life Expectancy or PBGC Appraisals) $240.00
Additional Report (same person and same plan) $200.00
Social Security Offset Report (either GATT, Life Expectancy or PBGC Appraisals) $365.00
Same Day Service (in addition to report fee) $125.00
Pennsylvania Act 175 (in addition to report cost) $125.00

Determine the Marital Value of Defined Contribution Plans:

Pension Valuation Request Forms

Coverture Method
(The account balance as of the Date Marriage Ended is multiplied by a coverture fraction to determine the value of the account for equitable distribution.)
$240.00
Subtraction Method
(The account balance as of the Date Marriage Ended is subtracted from the account balance as of the Date of Marriage. The difference in the account balances is the value of the account for equitable distribution.)
$240.00
Segregation Method
(ask for a copy of our Segregation Method Explanation Sheet):
(The account balance on the Date of Marriage, plus all interest and investment growth attributable to these monies is subtracted from the account balance on the Date Marriage Ended. The difference is the value of the account for equitable distribution.)
$1,200.00
Same Day Service (in addition to report fee) $125.00

Drafting of Qualified Domestic Relations Orders (QDROs):

QDRO Request Forms (Checklists)

Standard Rate $495.00
Pre-approval by Plan Administrator (optional) $50.00
Standard QDRO Analysis (%, $ figures, offsets, interests, and ect.) $350.00

Review of Opposing Expertís Appraisal or QDRO:

Verbal Review of Opposing Counselís Pension Report via Telephone $200.00
Written Review of Opposing Counselís Pension Report $425.00
Verbal Review of an QDRO via Telephone $250.00
Written Review of an QDRO $430.00

Analysis of Structured Settlement Proposals:

Standard Rate (for one) $240.00

Archive Retrieval Fee (only applies to QDROs):

(Files are archived after one year of inactivity in our system. Archived files are purged after five years.)
$275.00

Court Testimony

Payment is required with all requests. We no longer issue invoices.
Payment will be accepted via the following methods: 1) Check drawn on an attorneyís account, 2) money order, 3) credit card, 4) personal check. PLEASE NOTE: Requests accompanied by personal checks will be held for two weeks to ensure that the check clears. A $25 fee will be assessed on cancellations received after a payment is processed in our office.

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Direct Expert Line:
1-800-447-0084

Our Pension Analysts
Are Available
9 AM - 5 PM
Monday - Friday EST

Free Phone Consultations

Making QDROs Easy

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