Pension Valuations and the Audit Trail within Family Law Software

3.57 (14 votes)

Recorded On: 07/16/2019

During this session, we will discuss defined benefit pension valuations and the coverture calculation. Key topics to be covered include:

What are the determinants of pension value?
When would you valuate a pension, as opposed to using a QDRO?
What is a mortality table and what table should you use?
What is the coverture fraction?
How must the coverture fraction coordinate with the monthly benefit used in the valuation?

Daniel Caine

Founder, Family Law Software

Centerbase Software

Daniel Caine manages the Family Law Software engineering team at Centerbase Software. Centerbase acquired Family Law Software in 2021.

Family Law Software is the nationwide leader in financial software for divorce professionals, including lawyers, financial planners, mediators and accountants.

Prior to co-founding Family Law Software, Dan founded the company that created and developed the TaxCut income tax software. In 1993, Dan’s company was acquired by H&R Block, and since then this software has been H&R Block’s desktop consumer tax software.

Dan graduated from Harvard Law School (JD 1982), from Harvard Business School (MBA 1982), and from Yale University, with a B.A. in Economics (1978). The Association for Divorce Financial Planners awarded Dan its “Pioneer” award for contributions in the field of Divorce Financial Planning in 2011.