Forms & Fees

How to Submit a Request

We provide you with three convenient ways to submit your request:

Online

Create an account and make a request with our online portal. Full payment is made at the time of purchase.

Order Online

Email

Download the forms, complete, and email to pac1@pensionanalysis.com. Payment can either be mailed (P.O. BOX 7107 Elkins Park, PA 19027) or paid online.

Mail

Download the forms, complete, and mail to P.O. BOX 7107 Elkins Park, PA 19027. Payment can either be mailed or paid online.

Requesting Attorney Policy

We can only be retained by attorneys; we do not work directly with divorcing parties or other lay people, and we only consider one attorney to be our client. We refer to our client as the “Requesting Attorney.” This person is instrumental in our process, and if you are the Requesting Attorney, you will need to be engaged and responsive throughout the process for best results. Download the full policy for more information regarding conflicts of interest, retention, document release, and opposing counsel relationships.

Available Forms

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QDRO/Division Order for All Plans

$515/each

If a plan can be divided via court order, whether it be a QDRO, DRO, etc. our team of experts can draft the proper division order for you.

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Passive Growth Analysis

$600/each

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.

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Present Value

$280/each

A present value report provides the current lump sum value of the accrued pension at the normal retirement age.

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Consulting Services

Retainer: $600 | Fee: $300/hour

Our legal services include customized language, executive benefits assistance, review of opposing counsel’s drafted orders, and litigation assistance.

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Expert Witness

$1,000 retainer

We stand behind our work and remain available even years after we complete a report or draft an order. Our staff is available to help you negotiate retirement asset issues until you bring them to a safe conclusion.