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GETTING STARTED AND CONTACT
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Anything we should know?
Hi Matt - not sure if my e-mail came through, but wanted to send over this with just the engagement forms attached to ensure you get it (will send other docs separately - there are 8 total documents). Also wanted to make one other note per the settlement agreement. For the Vanguard account, it is straightforward, Jennifer Liniado is entitled to 84% of the Vanguard 401k account per the settlement. For the UKG Retirement Plan, it is worded a little differently - Jennifer Liniado will get 70.2% of the husband's marital interest (not 70.2% of the account overall). The marital interest of the account is 82.3% of the overall account total, so Jennifer Liniado would get 70.2% of 82.3% of the total of the UKG Retirement account. Happy to answer any questions if you have them - if you can confirm you have all the docs via e-mail that would be great. Thanks!
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