Getting Started

Call Any Time with Questions!

Please email us the following four (4) documents:

  1. Application (see below);
  2. Fee Agreement (see below);
  3. Court Order / Settlement Agreement that specifies how the retirement account is to be divided; and
  4. Recent account statement.

After reviewing your documents, we’ll email you, and/or your spouse, a payment link, then get started.

Our work includes:

  • Drafting and submitting the QDRO to the Plan Administrator for pre-approval; and
  • Forwarding the pre-approved QDRO to you or your attorney for filing with the Family Court.
    (If you are a SC resident and will not be using an attorney, please use the All-Inclusive Fee Agreement below. We will file and submit your order for final approval.)

Regardless of your state or the filing method you choose, we remained involved until your QDRO is approved and your former spouse’s account is created.

We look forward to working with you.

Application
Standard Fee Agreement
All-Inclusive Fee Agreement (SC residents)
TYPE OF RETIREMENT PLAN FEE
DEFINED CONTRIBUTION PLANS

401(k), 403(b), 457(b), TSP, ESOP, etc.

(Fidelity System Orders are $550 – 1-day turnaround.)
$700
PRIVATE & GOVERNMENT PENSIONS

Private Employer Pension Plans

State Pension Plans

Federal Civilian Pension Plans – CSRS, FERS
$800
MILITARY RETIRED PAY & CLARIFYING ORDERS

Higher $900 fee is for an order that requires verification/calculation of “High-36”
$800 / $900