Once a QDRO has gone through the approval process, we provide you with a Summary Sheet that outlines the important information needed upon benefit commencement or split. 

Because of our actuarial background, if you have a defined benefit plan you will appreciate our ability to calculate and include in our Summary Sheet the Alternate Payee’s benefit options if he/she is eligible for immediate commencement.  This saves time and money.

Your Savings Plan record keeper will appreciate having the important details of the QDRO summarized for them.  We can also provide your record keeper with a copy of the QDRO should they require it for their records.

Regardless of the type of Retirement Plan you have, you will appreciate having all the important information at your fingertips.