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Edition Details |
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Personal
FREE
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Benefits Calculator
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Included?
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Included?
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Included?
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Retirement
Eligibility
Determine Retirement Date Eligibility
CSRS and CSRS
Offset
FERS and CSRS to FERS Transfer
Regular (Voluntary)
Optional
(Early Out - VERA - Postal Employees and
others)
Mandatory (Special Provision)
Determine your
earliest possible retirement date in just one click (based on Birth Date and
Service Computation Date entered)
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YES
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YES
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YES
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Types of Retirement Annuities
Complete retirement annuity calculations for:
Federal Employees
Postal Employees
Law Enforcement Officers
Firefighters
Air
Traffic Controllers
CSRS
FERS
CSRS Offset
CSRS to FERS
Transfer
MRA +10
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YES
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YES
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YES
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Creditable Service
Calculate
creditable service time
Calculate/project sick leave service time
(CSRS and FERS) new 2010
Analyze military service time (including Catch 62)
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YES
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YES
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YES
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Average High 3 Salary
Calculate
and project High 3 Average for any future date
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YES
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YES
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YES
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Deposit/Redeposit
Service
Calculate deposit benefits, costs and penalties
Calculate
Redeposit benefits, costs and penalties
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YES
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YES
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YES
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Survivor Benefits
Calculate
monthly annuity
Calculate yearly annuity
Adjust survivor benefit: view
impact on annuity
Calculate accumulated costs of survivor benefits
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YES
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YES
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YES
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Delayed Retirement
Project
delayed retirement annuities - yearly & monthly
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YES
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YES
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YES
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COLA
Project COLA increases each
year of retirement
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YES
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YES
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YES
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FERS Supplement
Calculate and
project FERS supplement
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YES
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YES
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YES
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CSRS Offset Annuity
Calculate and
project CSRS Offset annuity
Social Security
Project social security
with COLA
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YES
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YES
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YES
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Social Security Quick Calculator new 2010
Calculate and project Social Security
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YES
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YES
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YES
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Thrift Savings Plan
- Project
accumulated contributions from salary, government
matching (FERS only) and
Catch-Up
- Determine best investment options for L, C, F, G, I , S
funds
- Examine effects of changing fund allocations
- Examine long term
growth impacts from compound annual
rates of return for each fund
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Explore 18 withdrawal options including:
- lump sum
- monthly payments
(number of payments, monthly amount,
IRS life expectancy)
-
annuities (single life, joint life with spouse, joint life with
non-spouse)
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YES
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YES
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YES
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Life Insurance
- Project FEGLI
benefits and accumulated costs for Basic,
Option A, Option B, and Option
C
- Display FEGLI color charts
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YES
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YES
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YES
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Health Insurance
Project FEHBP
costs and accumulated costs
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YES
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YES
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YES
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Long Term Care Insurance - New 2010
Project
benefits and costs of:
- Federal Long Term Care Insurance Program
(FLTCIP)
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YES
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YES
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YES
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Retirement Income and Expense Analyzer
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Included?
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Included?
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Included?
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New 2010 - Replaced the Retirement Planner
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YES
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YES
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YES
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Reports, Color Charts,
Graphs
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Included?
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Included?
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Included?
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YES
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YES
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YES
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Print 50+ page
Retirement Analysis Report
click here to view sample report
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NO
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YES
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YES
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Create Adobe Acrobat Reader Reports
(.pdf format) 50+ pages:
Study report using the Free Adobe Acrobat
Reader,
Save original Adobe Acrobat report file,
Make entry
changes in Benefits Calculator / Retirement Planner,
Create new Adobe
Acrobat report,
Save new Adobe Acrobat report
file,
Compare original Adobe report with new report,
Print
selected pages from each report, and
Do this as many
times as you like
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NO
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YES
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YES
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Send Adobe reports as email
attachments
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NO
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YES
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YES
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Create custom report cover and
disclaimer pages
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NO
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NO
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YES
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Company name and agent information
report cover page
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NO
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NO
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YES
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Company name footer on all report
pages
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NO
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NO
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YES
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Data: Input, Storage and
Retrieval
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Included?
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Included?
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Included?
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NEW! Improved
Fact Finder Questionnaire Use it to
gather personnel information. Click here
to download it (FREE download).
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YES
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YES
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YES
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On-screen alerts guide data entry
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YES
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YES
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YES
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Process data for one federal employee
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YES
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YES
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NO **
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Process, store & retrieve data
for unlimited number
federal employees
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NO
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NO
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** YES
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Import personal
data files from previous versions of software
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YES
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YES
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NO ***
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Import old client
files from previous version of software
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NO
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NO
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*** YES
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Client file backup on a CD
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NO
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NO
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YES
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Client file restore from a
CD
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NO
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NO
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YES
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Move client files on CD from one
computer to another
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NO
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NO
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YES
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