Moon Schwartz & Madden
About the Business
Moon Schwartz & Madden is a consulting firm located at 3478 Buskirk Avenue in Pleasant Hill, California, specializing in retirement benefits valuation and QDRO drafting. While not a law firm, they offer expert assistance in valuing and dividing community/marital property interest in retirement benefits during divorce proceedings. They provide court-trusted divorce valuation of retirement plans in various states and offer (Q)DROs in California, New Mexico, and Idaho. Services include tracing community/marital property interest in defined contribution plans and IRAs, (Q)DRO preparation for ERISA and non-ERISA pension plans, drafting life insurance QDROs, pension valuations in wrongful death or personal injury lawsuits, and more. Their experts follow Actuarial Standards of Practice and provide helpful tips on gray divorce, public retirement plan valuations, and common mistakes in understanding benefit calculations. Testimonials praise their thorough and expert assistance, timely drafting of QDROs, and helpfulness of the team. Operating hours are Monday-Thursday 9am-12pm, 1pm-4pm, and Friday 9am-12pm. Please note that Moon Schwartz & Madden does not provide legal advice and their services should not substitute for an attorney or law firm.
Location & Phone number
3478 Buskirk Ave # 1000, Pleasant Hill, CA 94523, United States
Hours open
Monday:
1:00 PM - 4:00 PM
Tuesday:
1:00 PM - 4:00 PM
Wednesday:
1:00 PM - 4:00 PM
Thursday:
1:00 PM - 4:00 PM
Friday:
9:00 AM - 12:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Check your QDRO carefully. There’s no accountability for mistakes. Only a recommendation to pay for another"
"Very responsive. Consistent and clean work."
"One of the best in their line of work."
"Professional and easy to work with! They have been wonderful about answering my questions and they have made revisions to documents at no additional charge."
"They got my name wrong on the first QDRO, got the Plan Administrator wrong on the second one, which got signed off by the court requiring an entire repeat process. No apology, no refund. Pure unadulterated incompetence."
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