Same Calculations in the Three Editions

Calculations and Capabilities
With links to the user's manual

• What's New in version 9?
• Program:
  • Installation,
  • Activation, and
  • Deactivation (License Transfer Procedure)
• Getting Started
• Retirement Annuity 
  • Retirement Eligibility (Including Early Out calculations)
  • Creditable Service
  • High 3 Average
  • Military Service
  • Deposit
  • Redeposit
  • Benefits (Annuity and Survivor Benefit Calculations Including Early Out calculations)
  • FERS Supplement - Social Security
  • CSRS Offset - Social Security
  • WEP Calculation
• Thrift Savings Plan (TSP)
  • Contributions
  • Growth
  • Withdrawal
• Insurance
  • Federal Employees Group Life Insurance (FEGLI)
  • Federal Employees Health Benefits Program (FEHBP)
  • Long Term Care Insurance (LTC)
• Retirement Planner
  • Federal Income and Inflation Analysis - Monthly
  • Annuity Income and Expenses at Retirement
  • Income Analysis From Government Sources Only
  • Income Analysis From Other Sources
  • Expense Analysis From Government Sources Only
  • Expense Analysis From Other Sources
  • Income and Expense Analysis - From Government Sources
  • Income and Expense Analysis - From Other Sources
  • Income and Expense Analysis - From All Sources
• Printing Reports
• Sample Report
• Create custom report
• Create either a paper or Adobe Acrobat Reader file - Federal Employee Benefits Analysis report
• Import Personal Data from an earlier program
• Professional Features
  • Data Files
  • Enter new client data
  • Create custom report cover page
  • Client files :
    • Access:
      • Store client file on the hard drive
      • Retrieve client file from the hard drive
      • Delete client files stored on the hard drive
      • Import old client files from previous versions of the Benefits Calculator
      • Backup client files to a CD
      • Restore client files from a CD
  • Agent quick form selection
  • Agent Information
  • Print client fact finder that is used to collect data for input into the program