Fees & Forms

Fee Pension & QDRO Information

PENSION VALUATION FEES: Our fee range for a pension (a Defined Benefit Plan) is from $235 to $250. We are a real actuarial firm, staffed by credentialed actuaries. Even though our fees are quite competitive, we do not use a standardized, one-size-fits-all approach for handling high volume, as may be the case with some pension appraisers.Please call us at 1-(800) 288-3675 so we can quote you the fee based on your individual situation, state and Plan.

401(K) VALUATION FEES: For a 401(k), Savings Plan, TSP, 403(b) or other Defined Contribution Plan, the fee is $300 (all contributions made after marriage date) to $495 (contributions started prior to marriage date).

QDRO FEES: Our standard fee to draft a QDRO or other type of Domestic Relations Order is $445. Revisions required by the Plan are included in the fee, at no extra charge. Each additional QDRO after the first, for the same case is discounted to $435. If you are self-represented, the "Pro Se" Fee is $625 per QDRO. Fees may occasionally vary due to complexities.

QDRO PRE-APPROVAL SERVICE: Our token fee is $50 to take the QDRO directly to the Plan, handle interaction and deliver a pre-approved QDRO to the attorney for court signature and final Plan submission. With pre-approval, the "Pro Se" QDROs fee is $695.

Questions? Call us toll-free, at 1-800-288-3675, Eastern Standard Time, 9am-5pm., or email us at pac1@pensionanalysis.com. An actuary or senior staff assistant familiar with the various issues, case law and Plan requirements, will be happy to personally review your case needs, fees and what documentation you will need to provide.

Ready to begin?

  1. Mail, email or fax completed request form (Valuation Request Form or QDRO Request).
  2. Include a check (payable to Pension Analysis Consultants, Inc., or "PAC") or provide credit card info for appropriate fee.
  3. Include the required documentation to send the form, fee and data to:

Pension Analysis Consultants (PAC)
8215 Forest Avenue
P.O. Box 7107, Elkins Park, PA 19027
pac1@pensionanalysis.com

For Florida Only:

Pension Analysis Consultants (PAC)
4000 Ponce de Leon Blvd., Ste. 470
Coral Gables, FL 33146
pacfl@pensionanalysis.com

National Fax: (888) 782-9845

Our mission is to provide the highest quality of actuarial appraisal and guidance, at competitive prices. We stand behind our work, and each PAC report is signed by a degreed actuary who can successfully provide expert testimony anywhere nationwide. We look forward to hearing from you.

Questions? Comments? Call 1-(800) 288-3675.

PAC Forms

The links below will open our Pension Valuation and QDRO Forms. Please feel free to print these forms as many times as you want. They can also be filled out electronically in Adobe Acrobat Reader. If you choose to fill them out electronically please note they can not be sent electronically. Please print the forms and send them via fax or mail with the appropriate documentation.

Please call us toll free at 1-(800) 288-3675 for any information regarding fees or documents required for valuation or drafting a QDRO.

The links below will open Adobe PDF documents. In order to view these documents you must have Adobe Acrobat Reader. Click here to download Adobe Acrobat Reader from Adobe's website.

Click here for the Request for Pro Se QDRO Form

Click here for the Request for Pension Valuation Form

Click here for the Request for QDRO Form

PAC provides pension valuations, QDROs and actuarial reports for divorce attorneys and marriage dissolution mediators nationwide. Our Philadelphia offices are located in the suburb of Elkins Park, Pennsylvania, from where we serve the needs of legal professionals nationally, including east coast states such as New York, New Jersey, Virginia, North Carolina, Florida, Washington, D.C., and Maryland. Our Florida office located in Coral Gables, FL serves Florida family attorneys.
DivTips
Pension Analysis Consultants, Inc.

Contact Us For Specific Information About Your Case:

P.O. BOX 7107
Elkins Park, PA 19027
(215) 782-9845

4000 Ponce de Leon Blvd., Ste. 470
Coral Gables, FL 33146
(305) 777-0468

Toll-Free: (800) 288-3675
Fax: (888) 782-9852
E-Mail: pac1@pensionandqdro.com


Mark K. Altschuler
President & Actuary

ASPPA Member

Email Us

We Value The Future. ®