Fee Schedule

PENSION VALUATIONS
48 Hour Turnover Time Upon Request

Defined Benefit Plans — $ 150.00
401(k) Valuation / Defined Contribution Plans — $50.00
State and University Retirement System Plans — $ 200.00
City, County & Municipality Plans — $ 200.00
Military Retired Pay, FERS, & CSRS Plans — $ 200.00

Additional Pension Valuation Fees:

Second Calculation for Early Retirement when information is provided — $50.00
Marriage Coverture Adjustments:
-Defined Benefit Plan:
**Subtraction Method or Fraction Formula— $50.00
-Defined Contribution Plan:
**Subtraction Method — $50.00
**Passive Earnings Calculation — Contact WFA for an estimate
Non-vested Calculation — $ 50.00
Discovery — $ 50.00/hr.

QUALIFIED DOMESTIC RELATIONS ORDERS (QDROs)

Defined Contribution/401(k) Plans — $ 400.00 *
Railroad Retirement Plans — $ 350.00 *
Defined Benefit Plans — $ 550.00 *
FERS & CSRS  Plans — $ 650.00 *
Military Plans — $ 750.00 *
*Fee based upon the first 5 hours, $200.00/hr. thereafter.
Most orders completed at the minimum fee.                                        

ILLINOIS GOVERNMENTAL PENSION PLANS (QILDROs) — $  350.00

EXPERT WITNESS TESTIMONY

Expert Witness Testimony
(In Person or via Toll-Free Telephone Number) — $ 200.00/hr. plus expenses
Pretrial Preparation — $ 200.00/hr.