CSRS and FERS Benefits Calculator
and Federal Retirement Planner Software
Federal Employees - Postal Employees - Air Traffic Controllers - Firefighters - Law Enforcement
Requirements:
PC with Internet access, and Windows 98, 2000, ME, XP, NT or Vista (32-bit). (Sorry, this product is not available for the Mac.) Software requires activation before use. You will receive your Activation Number and instructions usually within 24 hours after you request activation.
ATTENTION CURRENT USERS:
Please note that changes in regulations have affected existing calculations in the CSRS and FERS Benefits Calculator. As a result, some calculations are no longer accurate in earlier versions of the Benefits Calculator. Version 8 version of the program contains the latest calculations. For a list of the software updates that have been made since you last purchased the Benefits Calculator click here.
CSRS and FERS Benefits Calculator & Retirement Planner
Professional Edition - Version 8
Developed for:
Financial Planners
Insurance Agencies
Federal Personnel Offices |
Federal Agencies
Federal Managers
Federal Unions |
FREE updates included!
as they are released for Version 8 in 2008
Includes all the powerful features of
the Personal PLUS -- and these exclusive benefits for professional users:
The easy way to help your
federal employee clients
plan for a secure financial future.
Professional
Just $249.95
Convenient client data gathering and input
- Collect data from your client with the built-in,
customizable Client Fact Finder
- Quickly input client data into easy-to-use forms.
Advanced custom reporting options
- Create and define custom reports, tailored to your
client's needs.
- Computer Crash Protection
Avoid the costly situation of losing all your client files in the event of computer hardware malfunctions. The Client File Backup on a CD and Client File Restore from a CD is now available in Version 8. Simply place a blank CD in your computer's drive, press the "Backup Client Files" button, and all your client files are safely stored on a CD. If your computer should crash, place the CD in your repaired or new computer's drive and press the Restore Client Files button. You may use this same feature to transfer all your client files from one computer to another.
- Create Reports in PDF format
Create a PDF format of your client's report (readable and printable by Adobe's free Acrobat software - a standard on today's computers). You can store the updated reports in your computer for future reference. Now, you don't have to spend hundreds of dollars for software to create an Adobe Acrobat file
- Send Email Feature
Send an updated report to your client in seconds. Provide a responsive, updated PDF Federal Employee Benefits Analysis report as an email attachment ready to send to your client immediately. Just add a note, enter your client's email address and press the "send email" button. Your client will have his/her updated report in seconds to view or print.
- Enter your Company / Agency info on cover page
- Create custom cover and disclaimer pages
- Import graphs into other documents: Word, PowerPoint
Reliable Client File and Data Management
- Store and retrieve an unlimited number of client files
- Automatically import client files from previous versions