Pension Valuations

Saturday, October 29th, 2011

WFA completes thousands of pension valuations every year. Upon request, and with all required information, reports can usually be generated within 48 hours. Pension valuation reports contain all pertinent text and supporting statements necessary to enhance your negotiating position. We give a substantial amount of valuable information to accompany our present value calculations and detailed explanations of any assumptions we use.

WFA provides accurate and impartial pension valuations. Regardless of the party represented, the present value of the pension will be the same. WFA will not accommodate requests to skew numbers solely for the purpose of artificially increasing or decreasing the end result. Pension valuation parameters are uniform and the procedure is standardized yet able to account for any individual anomalies. Over the years this approach has resulted in WFA’s favorable reputation with the bar and the bench.

The importance of accurately valuing pension plans for divorce cannot be overemphasized. Viewed as an asset, the present value of a pension will often constitute the largest portion of the marital estate. WFA will consider many factors in determining the present value of an accrued pension benefit. Depending on the specifics of the case, consideration of the following may be necessary:

  • Marriage Coverture Adjustments
  • Passive Earnings Adjustments
  • Early Retirement
  • Pensions in Pay-Out Status
  • Lack of Vesting
  • Tax Adjustments
  • Cost of Living Adjustments
  • Non-Qualified Deferred Compensation

WFA Econometrics Corporation will promptly supply reliable information that will enhance your negotiating position.