At Lexington Pension Consultants, Inc., the health and safety of our employees and clients during this unprecedented time is our top priority. We are actively monitoring the COVID-19/Coronavirus situation and taking steps to help keep our employees and communities safe while continuing to provide services to our clients.
As we continue to monitor the situation, and as we are temporarily transitioning our employees to telecommuting, we are encouraging all clients to submit all correspondence to our office by email or fax rather than by US Mail. Our email address firstname.lastname@example.org and our fax number is 718-697-1955.
The value of the marital portion of pension and retirement assets must be determined for equitable distribution purposes.
Listed below are various pre-addressed authorization forms available in PDF format. To download a document, just click on the link below. Several of these links contain multiple authorization forms for all of the plans available under that employer/plan. Please have your client sign only those forms for plans in which he/she actually participates in or formerly participated in. Each download contains a cover page which includes general guidelines / instructions about the plan(s).
Listed below are various samples that we have added here for each type of report. Your reports will be similar to these but be customized with your personal requirements.
Listed below are sample property settlement agreement clauses as they pertain to ERISA and Non ERISA defined benefit and defined contribution plans. We have also included suggested clauses for specific plans.