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Pension Analysis & Sharing Orders in Divorce

Expert analysis of pension assets, cash equivalent values, sharing orders, offsetting options, and overseas pension schemes.

Overview

Pension and retirement fund analysis

Expert analysis of retirement assets in divorce, including defined benefit plans, 401(k) and IRA accounts, QDRO modeling, and offset versus division comparisons.

When to instruct

Any matrimonial case where pension assets are material to the settlement, which includes the majority of long marriages.

Retirement Assets in Divorce

Retirement accounts are often among the largest marital assets after the family home. Defined benefit pensions, 401(k) plans, IRAs, and executive deferred compensation require careful valuation and division analysis.

What Our Analysis Includes

  • Review of account statements and plan documents
  • Defined benefit and defined contribution plan valuation
  • QDRO drafting support and offset vs division modeling
  • Analysis of premarital and post-separation accrual where relevant