If you have a QDRO that was done in the past and you don't know what to do next . . . If you had a QDRO that was rejected and you don't know how to get it fixed . . . or if you just need some advice, this plan is for you.
Us this plan to finish the difficult job that other companies don't have the expertise to complete. They produced a QDRO with the wrong "Model" or template and the your retirement plan will not accept it. Our Experts will re-evaluate the plan, provide the correct model and get your QDRO accepted by your retirement plan.
Our Experts can guide you and answer your questions concerning the next steps you need to take.
You can upgrade from this plan to any other plan with a small $25.00 upgrade fee. Any fees paid for the Plan Review can be fully credited to any of the other products.
We cannot give you legal advice, but we can guide you and let you know if any of the following 20 issues may be part of your filed QDRO.
Alternate Payee Eligibility
Distribution Methods - Lump Sum, Rollover, etc.
Identify Potential Recoupment Issues
Identify Survivor Issues
Identify Subsidy and Supplement Issues
Predetermine the Properties of the Plan
Identify all Plans to Include in the Order
Account and Identify any Potential Plan Fees
Prevent Potential for Future Loss of Income
Predetermine Benefit Availablity
Predetermine Nuances of the Plan
Summary Report of Potential Items of Importance
Successor/Alternate Payee Plan Inclusion
Identify Potential Reversion Issues
Start with the product you think fits your needs best, if you need more assistance you can upgrade at any time. Simply pay the difference in price between the 2 programs and a small $25.00 upgrade fee.
Our mobile app will help you with the entire divorce process. The app allows you to keep track of all the contacts and tasks associated with the divorce process. It keeps you on track to the most successful completion of a difficult process.
Our systems allow for the easiest entry of all the information that is needed to process a QDRO/EDRO/DRO. Easy to use portals keep you information stored in a safe place, you can enter the information you know immediately and come back later with some of the other details.
With some of the most experience staff in the industry you can trust that any question you may have can be answered. Although we do not provide legal guidance, we can help you with any question related to the entry of you QDRO order.
I started with one of the less expensive programs and needed some more assitance, I did a quick upgrade and got all my questions answered immediately.
Jessica Priston, Client
Using the web portal was so easy it did'nt even feel like a difficult process. The questions were easy and I was done in less than 15 minutes.
Patrick Pool, Client