Pension Evaluators® at Troyan®

What Pension Evaluators® at Troyan® does

Pension Evaluators® at Troyan® (legally Pension Evaluators® & QDROs of Troyan Inc® & Associates Group) is a privately held actuarial consulting firm headquartered in Red Bank, New Jersey that specializes in pension valuations and Qualified Domestic Relations Order (QDRO) preparation for divorce and family law matters. The firm was founded in 1972 by the late William M. Troyan, acquired by his son Carter B. Troyan in 1994, and has served thousands of matrimonial practitioners across all 50 states for over five decades. Its service portfolio spans core pension evaluation, QDRO drafting and review, forensic actuarial tracing, expert witness testimony, and consulting on ERISA and state-specific retirement plan provisions, with pricing disclosed publicly on its website starting at $200 per evaluation and $350 per QDRO.

All service delivery is supported by two proprietary, federally trademarked software platforms — AccuCalc® for pension valuation and AccuQDRO® for QDRO order review and qualification — which the firm cites as the source of its accuracy, preapproval guarantees, and standardized turnaround times (3 business days for QDROs, 1 business week for pension evaluations). Ancillary services include disability pension evaluations, survivor benefit appraisals, retiree medical/healthcare appraisals, hypothetical Social Security offsets, and critiques of third-party pension evaluations, each priced individually and sold on a pay-as-you-go basis.

The go-to-market motion is sales-led and direct, targeting family law attorneys, mediators, retirement plan administrators, court officials, and pro se/pro per divorcing individuals nationwide. Distribution is virtual-first, relying on online order forms, state-specific PDF forms, a 100+ article blog, and SEO-optimized state landing pages to capture inbound demand. Revenue mechanics are purely transactional professional service fees with no subscription, retainer, or enterprise contract structure disclosed. The firm has received an annual "Best of" recognition in its category every year from 2014 through 2024 and holds federally registered trademarks on its brand names and software products.

Name

Pension Evaluators® at Troyan®

Legal name

Pension Evaluators® & QDROs of Troyan Inc® & Associates Group

Website

https://pension-evaluators.com

Company type

Private

Founded year

1972

Operating status

Operating

Headcount range

1–10 employees

Short description

Pension Evaluators® at Troyan® is a privately held Red Bank, NJ actuarial firm that provides pension valuations and QDRO drafting for family law attorneys, mediators, plan administrators, and divorcing individuals across all 50 states using proprietary AccuCalc and AccuQDRO software.

Ownership category

akta.pro rank

Product category

Actuarial Pension and QDRO Consulting

NAICS

Funds, Trusts, and Other Financial Vehicles (525)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Estate, Gift & Trust Valuation (BPAHANAL)

akta.pro secondary industry

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

Keywords

• Pension valuation services
• QDRO preparation
• Actuarial consulting
• Forensic pension tracing
• Retirement benefits division

Headquarters

HQ city

Red Bank

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Revenue model

1. Professional Services - One-time Fees: One-time professional service fees for pension evaluations and QDRO preparation services. Services include preapproval guarantees and turnaround times of 3 days for QDROs and 1 week for evaluations.
2. Consulting and Expert Testimony: Additional services including consulting on ERISA and retirement-plan-specific provisions, and expert witness testimony supporting evaluation methods.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Pension Evaluators® at Troyan® provides actuarial pension valuations and Qualified Domestic Relations Order (QDRO) drafting, review, and filing services for divorce and family law matters. Powered by its proprietary AccuCalc and AccuQDRO software, the firm delivers court-admissible pension appraisals, QDRO preparation with guaranteed preapproval, forensic actuarial tracing, expert witness testimony, and consulting on ERISA and retirement-plan-specific provisions.

Product overview

Pension Evaluators® at Troyan® operates as a litigation support firm offering a comprehensive suite of pension and retirement benefits division services primarily for divorce and family law matters. The core offerings consist of pension evaluations (powered by the AccuCalc™ proprietary software) and Qualified Domestic Relations Order (QDRO) preparation services (powered by the AccuQDRO® proprietary software), supported by forensic actuarial tracing, expert testimony, and consulting services. The company serves attorneys, mediators, retirement plan administrators, court officials, and individuals nationwide across all 50 states, with services available in various plan types including defined benefit, defined contribution, military, railroad, government, and corporate plans.

Differentiator

Problem solved

Functional benefit

Brands

• ACCUCALC®: Proprietary software used for pension evaluations
• ACCUQDRO®

Products and services

• Pension Evaluation Services Accurate and reliable pension valuations for divorce and family law disputes, starting at $200 with turnaround times as quick as one business week. Evaluates defined benefit, defined contribution, military, railroad, and government pension plans.
• QDRO Services Qualified Domestic Relations Order drafting and review for law offices, attorneys, and individuals involved in retirement benefits division, starting at $350 with guaranteed preapproval and a three-business-day turnaround.
• Forensic Actuarial Tracing Forensic actuarial tracing for lawyers representing clients who must protect non-marital retirement benefits or obtain marital benefits to which they are entitled.
• Expert Testimony Expert witness testimony supporting pension evaluation methods and findings, prepared to deliver detailed court-admissible testimony regardless of how long after the original service.
• Consulting Services Professional consulting providing insights on ERISA, state laws, and retirement-plan-specific provisions impacting retirement benefits division cases.

Quantifiable outcome

• 12,000+ domestic relations orders crafted
• +3 more outcomes

Named customers4 records

Segments4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Mercer: Marsh McLennan's benefits and actuarial consulting arm, providing retirement plan consulting, pension valuations, and QDRO support to plan sponsors and legal advisors. Comparable to Pension Evaluators in service line, though Mercer's scope is enterprise-level and global.
• Milliman: One of the largest global actuarial and consulting firms. While Milliman serves many industries, its retirement and benefits practice competes directly with Pension Evaluators for actuarial pension valuation and QDRO-related consulting work.
• Empower Retirement: Large U.S. retirement plan recordkeeper that administers QDROs for thousands of defined contribution plans. Where plan sponsors use Empower's in-house QDRO services, this overlaps directly with Pension Evaluators' QDRO preparation offering.
• Fidelity Investments: One of the largest U.S. retirement plan administrators. Fidelity processes QDROs internally for the 401(k) and defined contribution plans it administers, putting it in direct competition with Pension Evaluators for plan-administered QDRO drafting services.
• Aon: Global professional services firm with a large Human Capital / retirement consulting practice. Aon advises on retirement plan design, valuations, and benefits division, operating in the same actuarial space as Pension Evaluators but at far broader scale.
• Willis Towers Watson (WTW): Major global actuarial and employee benefits consulting firm. WTW provides pension valuation, actuarial certification, and retirement plan advisory services that overlap with Pension Evaluators' core work, though WTW serves primarily large plan sponsors.
• Segal Group: U.S. actuarial and benefits consulting firm specializing in retirement plan valuations, health and welfare consulting, and QDRO-related actuarial work. Comparable in actuarial capability and target end markets to Pension Evaluators.
• Buck Global: Actuarial, benefits, and retirement plan consulting firm providing pension valuations and QDRO consulting to legal and corporate clients. A broader-scale incumbent in the same actuarial valuation niche.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/pension-evaluators-at-troyan

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pension Evaluators® at Troyan®