Services

Actuarial

Actuarial valuation of community property in defined benefit plans, including survivor benefits.

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Tracing

Tracing the community property interest in defined contribution plans and IRAs.

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Monthly Income Stream Estimates

Estimate of monthly pension income stream.

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Offering Court Trusted Retirement Benefits Valuation in New Mexico.

Moon, Schwartz & Madden is a consulting firm that specializes in assisting individuals, family law attorneys and their clients in valuing community property interest in defined benefit & defined contribution plans in New Mexico.

Our experts have over 25 years of experience in assisting clients with actuarial pension valuation for defined benefit plans & tracing services for defined contribution plans in various matters including divorce proceedings.

MSM is not a law firm, and therefore cannot provide legal advice of any kind to our clients, but we are considered experts by the court in the valuation and division of retirement benefits in divorce. We provide a clear and accurate understanding of how the community property interest is defined and can assist in the division of retirement plans.

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Contact

Email:

[email protected]

Phone: 


(925) 258-7100

(714) 430-8984

How to Get Started

  • Return a completed intake form to our office via mail, email or fax (we do not accept drop offs). Copies of our intake forms are available on this site on the Work Request Forms page. If our office is to prepare a QDRO(s), please provide a copy of the Judgment/MSA or instructions on how to divide the account; as well as, the signed SR Guidelines for self represented clients. If more information is needed, we will contact you immediately via email.

  • Once your intake form and supporting documents are reviewed by one of our experts, an official estimate of cost will be sent via email.

  • We will begin work upon receipt of full payment and all requested documentation.

  • In cases for which we are jointly retained, our office can not participate in any ex-parte communication (CA Family Law Code §216). Both parties will need to be included in all correspondence with our office.

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Get Started

Pension Valuation / Tracing Request Form

Pension Valuation / Tracing Request Form

For valuation of a pension (actuarial) or tracing of a defined contribution plan for identifying community property value of an account please submit this form.

Articles

Sacramento County Public Law Library

January 10th, 2022|0 Comments

QDROS Explained:Understanding QDRO Provisions, Joinders, Judgment Language and Survivor Benefits John Madden co-owner of Moon, Schwartz and Madden, is a nationally known retirement benefits valuation expert. In this webinar, [...]

Client Feedback

“Thank you (Mr. Schwartz) for your thorough and expert assistance.”

– A.W.

“MSM drafted my QDRO in a timely fashion and I appreciate it.”

– R.P.

“Thank you for extraordinary service.”

– M.W.

“John and you (Marla) were extremely helpful.”

– J.S.

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