Defined Benefit Plan (Pension) Valuation

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pexels-photo-585292.jpeg

Defined Benefit Plan (Pension) Valuation

350.00

Defined benefit plans (pensions) require in-depth analysis to develop an accurate valuation to be considered in a settlement agreement.  Often, plan statements do not reflect the accurate value of a pension and it can be worth thousands more. 

Purchase of this service includes the support of a CDFA for the following:

  • Gathering & reviewing pertinent plan information
  • Valuation of pension plan according to widely-accepted valuation assumptions
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