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With our Tracking Report we can help get the full credit for pre-marital contributions AND the growth on those contributions during the period of a marriage.
When negotiating a divorce settlement, the pre-marital account balance and all investment experience attributable to those contributions should be considered the plan participant’s sole and separate property. However, it is not always possible for a plan administrator to provide this information.
Once we are provided with account statements, we can extrapolate the account balance on the date of the marriage, use the actual rate of return experienced in the account to adjust the amount for growth and/or loss, subtract the result from the account balance on the date the marriage ended, thus resulting in only the contributions and investment experience relative to the period of marriage.
Our Tracking Report will provide a complete breakdown of all relevant data extracted from the account statements, including:
The comprehensive Tracking Report is delivered in a concise easy to read spreadsheet format. If necessary, we will further use the information supplied to calculate rates of return experienced in the account. Our Tracking Report will give you a step-by-step analysis of what transpired in the account and how we are using the account statement information to determine the results. By having this clear picture, we are able to separate the pre-marital account balance, properly credit it with investment experience, and subtract that amount from the account value on the date the marriage ended. The result is only that portion of the account that is truly attributable to the period of marriage.
The Cost: $1,200.00 (flat-fee).
Completion Time: 7-10 business days once the account statements and payment are received.
If you have any questions please do not hesitate to contact us. We can be reached at 1-800-447-0084 from 9-5- Monday Through Friday EST.
*If obtaining all the required Statements is not possible it may be advisable to have a QDRO Analysis performed by our staff.
