Naples Attorneys: Dividing 401(k) Plans and Other Retirement Accounts

Experience Matters

For more than two decades, Long, Murphy & Zung, P.A. has guided current and former professionals, business executives, business owners, doctors, lawyers, and other high net worth individuals through the divorce process. Our attorneys are dedicated to protecting our clients' interests during the division of complex assets, including retirement accounts such as:

  • 401(k) plans
  • Employee stock ownership plans (ESOPs)
  • Profit sharing plans (PSPs)
  • Roth IRAs
  • Conventional IRAs
  • 403(b) plans
  • 457 plans

Valuing and dividing retirement accounts requires an attorney with expertise in this challenging area. At Long, Murphy & Zung, P.A. we are deeply familiar with qualified, employer-sponsored retirement plans (defined benefit plans and defined contribution plans), and non-qualified retirement plans (deferred compensation plans). We offer two Board Certified Marital and Family Law attorneys, which means we are uniquely qualified to handle even the most complex divorce.

We will conduct a thorough evaluation of all retirement accounts, considering benefits accrued before and during the marriage. Establishing a paper trail for each account is essential to properly characterizing all or a portion of each account as marital or non-marital property. Because Florida is an equitable distribution state, the court will begin with the premise that all marital property should be divided equally; however, unequal distribution may be justified in extraordinary circumstances.

Naples Lawyers for Dividing Retirement Accounts

To discuss pension division, 401(k) plans and other retirement accounts with a lawyer serving the Naples-Marco Island area, call 239-262-3377 or contact us online to schedule an appointment.