Present Value of Pension Plans

To get started with a service request
  • 1

    Download & Return Form

    Download & Email the Intake Form to: [email protected]

    Follow Instructions on the Form 'FOR PENSION VALUATION ONLY.'

    Download Form
  • 2

    Provide Payment and Retention Documents

    Our office provides you with a document request and payment link.

  • 3

    Provide Statements

    Provide the Statement of the Participant’s Accrued Benefit as of the Date of Valuation/Cutoff.

Please Note: The Plan Participant will be able to obtain their statement directly from his/her pension benefit department. This statement will need to show his/her “accrued benefit amount as of the date of cut off/valuation.” If this document is not provided, we will have to obtain this information via an authorized release from the Participant, which will add several weeks to this process. (Plans are becoming less willing to provide information to a third party.) Therefore, if your client can obtain this information directly, it will speed up the process significantly!

Ready To Get Started?