Services
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.
Contact
Email:
[email protected]
Phone:
(925) 258-7100
(714) 430-8984
How to Get Started
Get Started
Articles
Pension valuations in divorce: Actuarial valuation vs. Life Expectancy valuation explained.
Actuarial Standards of Practice (ASOPs) are guidelines established by the Actuarial Standards Board (ASB) for valuation experts to follow when performing professional services. ASOP No. 34 pertains to the selection and use of economic assumptions [...]
Sacramento County Public Law Library
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, [...]
Gray Divorce – Helpful tips on understanding (Q)DRO income streams, pension valuations and survivor benefits.
Gray Divorce – Helpful tips on understanding (Q)DRO income streams, pension valuations and survivor benefits. The increase in divorce for people over the age of 50 has risen significantly in [...]
How to correctly value the community property interest in a public retirement plan such as the Public Employees Retirement Association of New Mexico
How to correctly value the community property interest in a public retirement plan such as the Public Employees Retirement Association of New Mexico Often clients wish to [...]
It’s a simple 401(k) QDRO, what could go wrong?
It's a simple 401(k) QDRO, what could go wrong? Although a qualified defined contribution plan QDRO is generally less complicated than a defined benefit plan QDRO, there are still areas which [...]
How to Correctly Value the Community Property Interest In a Public Retirement Plan
How to Correctly Value the Community Property Interest In a Public Retirement Plan Often clients wish to consider offsetting the community property interest in a Santa Barbara County Employees Retirement System [...]
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.
