Moon Schwartz & Madden is a specialized firm offering expert consulting services in the valuation and division of marital and community property interests in retirement benefits during divorce proceedings. While not a law firm, they are recognized by courts as authorities in actuarial valuations and Qualified Domestic Relations Order (QDRO) preparation, serving clients across multiple states including community property and equitable distribution jurisdictions.
The firm employs a meticulous, actuarial-based approach to ensure accurate and court-trusted valuations, working closely with individuals, family law attorneys, and self-represented parties. Their team includes seasoned professionals with deep expertise in pension plans, survivor benefits, and complex retirement account divisions, making them a preferred resource for those navigating the financial complexities of divorce.
Services Offered
- Actuarial valuation of community/marital property in defined benefit plans, including survivor benefits
- Tracing the community/marital property interest in defined contribution plans and IRAs
- (Q)DRO Preparation for ERISA and non-ERISA pension plans
- Valuation & DRO for federal/military plans
- Life Insurance QDRO Drafting for Employer Sponsored life insurance benefits
- Pension Valuations in Wrongful Death or Personal Injury Lawsuits
- Estimate of monthly pension income stream
- Review of tracings and calculations provided by plan administrators
The firm provides services in states such as Texas, West Virginia, Illinois, California, New Mexico, and Idaho, and offers extensive educational resources including video series and detailed articles to help clients understand complex valuation concepts and procedures.
