Financial Erica Guzman
FinancialWest Haverstraw, NY
Location
| City | West Haverstraw |
| State | NY |
About
| Biography | I am a QDRO consultant for divorce matters that occur in the state of New York. With nearly 20 years of experience in the retirement plans industry, I am able to provide divorce attorneys and/or mediators and their clients assistance in dividing retirement assets. I take pride in being able to explain complicated and confusing retirement plan rules in simple terms for all to understand. With the help of my accounting degree and spending the first half of my career administering all types of retirement plans which included document preparation, retirement contribution calculations, federal compliance, and much more I am able to incorporate my prior knowledge into my role of QDRO preparer and consultant. |
| Services | Drafting of Qualified Domestic Relations Orders (QDROs) for divorces that occur in the state of New York. Provide consulting to divorce attorneys and/or mediators and their clients on retirement plan rules and regulations in relation to specific matters. Review and assist divorce attorneys and mediators with proper settlement agreement language for specific retirement plans. Review QDROs completed by other QDRO experts. Perform calculations for pre-marital or post commencement separate property. Calculate investment experience for defined contribution plans. Perform pension valuations for defined benefit plans. Provide expert testimony on QDRO matters. |
Profession
| Financial Profession | QDRO Specialist |
| Title | QDRO Consultant |
| Business Name | QDRO Services NY, Inc. |
Contact
| Email Address | |
| Phone Number | |
| Website |
Experience
| Company | QDRO Services NY, Inc. |
| Job Title | President/Owner |
| Location | Haverstraw, NY |
| Start Month | June |
| Start Year | 2021 |
| End Month | Present |
| Company | Pension Actuaries |
| Job Title | Director of Operations |
| Location | Purchase, NY |
| Start Month | June |
| Start Year | 2016 |
| End Month | June |
| End Year | 2021 |
| Company | Madison Pension Services |
| Job Title | Senior Retirement Plan Consultant |
| Location | Purchase, NY |
| Start Month | February |
| Start Year | 2010 |
| End Month | June |
| End Year | 2017 |
| Company | Transamerica (Formerly Diversified Investment Advisors) |
| Job Title | Senior Compliance Consultant |
| Location | Harrison, NY |
| Start Month | June |
| Start Year | 2006 |
| End Month | February |
| End Year | 2010 |
Education
| School/University | Siena College |
| Degree | Bachelors of Science |
| Field of Study | Accounting |
| Start Year | 2002 |
| Year Graduated | 2006 |
Details
| First Name | Erica |
| Last Name | Guzman |
| Username | ebguzman |