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Recent Posts in Pension Evaluation Category

Interest Rates for Pension Valuations?

For ERISA Plans consider the Monthly Segment Rates Published by the Internal Revenue Service ("IRS").
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Is there a standard format for a "Disability Retirement" Pension Evaluation?

No. Unfortunately there is an absence of uniformity among states as to what constitutes the "exempt" and not exempt portions of a participant's monthly accrued benefit at the time of ...
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What is the Correct Interest Rate For Pension Evaluations?

Generally, the interest rate used for a Pension Evaluation is the prevailing 30 U.S. Treasury Constant Maturity Bond.
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Welcome to our Blog

We are pleased to announce the launch of our Qualified Domestic Relations Orders and Pension Evaluation Blog. You can subscribe to our RSS feed by clicking here.
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