Stipulation Language

We now provide 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 minefield. We have been assisting matrimonial attorneys regarding these issues for over 40 years. We are now providing proposed plan-specific property division language which can easily be incorporated in your settlement agreement. Each document provides provisions that should be considered and options that are fair and equitable.

Purchase Documents

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. If the language is not on this page for immediate purchase and download, you can click here to open a new case in our office requesting that we prepare stipulation language specific to the plan(s) being divided.

All documents are available as both a Microsoft Word Document and a PDF file.

Note, you must be logged in to purchase language directly from the website. If you are unsure of your login credentials or are a new client, please call us at 718-697-0100 so that we can assist you.

Central Pension Fund - Separate Interest (Active)