Pension & Retirement Asset Transfer

A common part of finalizing a divorce settlement is the division or transfer of part or all of a pension and/or retirement account. This may require a valuation of the retirement account(s) at the time of divorce or at a point in the future, acquiring actuarial values for a future estimated value for the account(s), completing forms required by the plan administrator, and obtaining court orders for the retirement transfer.

The mediators at Diane Neumann & Associates can assist you with the negotiation of the transfer amount/percentage and support you to complete the transfer of the following retirement plans and accounts:

• Pension plans, such as traditional pensions, cash balance pension plans, pension equity plans, target benefit plans, and age-weighted profit sharing plans
• Defined contribution plans, such as 401(k), 403(b), IRAs, money purchase pension plans, profit sharing plans, stock bonus plans, employee stock ownership plans (ESOPs)
• Military Retired Pay
• Federal Civil Service Pension Plans, including Federal Employee Retirement System (FERS) and Civil Service Retirement System (CSRS)
• State pension plans