Marital/Non-marital Tracing Analysis of Defined Contribution Plans
To get started with a service request
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Provide Payment and Retention Documents
We review the settlement language and respond with a fee quote, payment link, and a document request.
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Provide Statements
Provide us with the requested statements (only electronic copies are accepted).
Providing a complete set of statements will be key for us to render an accurate analysis, which will determine the marital and non-marital share and proportionate investment earnings on each share.