They haven't been any help as of yet. In fact when I inquired about removing my wife as beneficiary "they" are the ones that suggested I retain an actuary to determine a lump sum equalization payment.
Actual quote from the plan in response to my latest inquiry:
"If you require the calculation of any pension values to be used in determining an appropriate division of property under family property law, you will need to retain the services of an independent actuary. The ****** Pension Plan is not in a position to determine pension values for this purpose"
Again I would ask am I going about this all wrong? I have no problem keeping her on as beneficiary if it would make this simpler. I have had numerous conversations with people that work for the plan & they have been most unhelpful.
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