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The value of the marital portion of pension and retirement assets must be determined for equitable distribution purposes.

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.

  • Brotherhood of Locomotive Engineers Divsion 269
  • Electrical Industry - Local Union
  • ERISA Defined Benefit Plans - IN Pay Status
  • ERISA Defined Benefit Plans - NOT in Pay Status
  • ERISA Defined Contribution Plans
  • Federal Employees Retirement System/Civil Service Retirement System
  • IBEW Pension Benefit Fund
  • Long Island Rail Road
  • MTA 401k and MTA 457 Plans
  • MTA Defined Benefit Pension Plan
  • National Electrical Benefit Fund (NEBF)
  • New York City Employees Retirement System
  • New York City Fire Department (NYFD)
  • New York City Police Department (NYPD)
  • New York City Teachers Retirement System
  • New York State Plans
  • NJ Public Employees' Retirement System
  • Railroad Retirement Board (RRB)

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    Lexington Pension Consultants, Inc.
    199 King's Highway, #109
    Warwick, New York 10990