Stipulation Language Documents
We are pleased to announce our latest attorney assistance service. We are now providing plan specific language for the division of pension and retirement assets for use in Property Settlement Agreements. Preparing specific language to adequately identify and divide pension and retirement assets can be a daunting task. Identifying and understanding plan benefits, plan restrictions, and QDRO provisions falls outside the scope of normal legal expertise. Failure to adequately and properly divide pension assets is a serious fiduciary breach and may lead to malpractice litigation.
Let us help you navigate this mine field. We have been assisting matrimonial attorneys regarding these issues for over 35 years. We are now providing plan specific property division language which can easily be incorporated in your proposed settlement agreement. Each document provides all of the information necessary to identify each plan, quantify all of the assets, and suggest options that are fair and equitable.
Below is a list of the most frequently requested plans in the New York metropolitan area. Our sample ERISA Defined Benefit Plan language and our ERISA Defined Contribution Plan language is applicable to many ERISA Qualified plans. If unsure, or if you do not see the plan that you need to address, give us a call.
All documents are avialable as both a Microsoft Word Document and a PDF file unless otherwise noted.
- Central Pension Fund - Separate Interest (Active) PURCHASE DOCUMENT
- Electrical Industry (JIB) - Local 3 (Active or Terminated) PURCHASE DOCUMENT
- ERISA Defined Benefit Plans - IN Pay Status PURCHASE DOCUMENT
- ERISA Defined Benefit Plans - NOT in Pay Status PURCHASE DOCUMENT
- ERISA Defined Contribution Plans PURCHASE DOCUMENT
- Federal Employees Retirement System/Civil Service Retirement System PURCHASE DOCUMENT
- MTA Defined Benefit Plan (Active or Terminated) PURCHASE DOCUMENT
- National Electrical Benefit Fund (Separate Interest or Active) PURCHASE DOCUMENT
- National Electrical Benefit Fund (Shared Interest or Retired) PURCHASE DOCUMENT
- New York City Deferred Compensation Plan PURCHASE DOCUMENT
- New York City Employees Retirement System (Active or Terminated) PURCHASE DOCUMENT
- New York City Fire Department (Active, Terminated, or Not Finalized) PURCHASE DOCUMENT
- New York City Police Department (Active or Terminated - NOT for Retired) PURCHASE DOCUMENT
- New York City Police Department (Retired-Finalized) PURCHASE DOCUMENT
- New York City Teachers Retirement System (Active or Terminated) PURCHASE DOCUMENT
- New York State and Local Retirement System (Active or Terminated) PURCHASE DOCUMENT
- New York State and Local Retirement System (RETIRED) PURCHASE DOCUMENT
- New York State Teachers' Retirement System (Active or Terminated) PURCHASE DOCUMENT
- Railroad Retirement Board PURCHASE DOCUMENT
- United Nations Joint Staff Pension Fund PURCHASE DOCUMENT