FINANCIAL PROFESSIONALS
Help federal employees simply and quickly
understand their retirement benefits.
The Wrong Way
Drown them in numbers
Lecture with theory
Explain without showing
RESULTS:
Confusion
Confusing next steps
No action on solutions
The Right Way
Simply explain their income and expenses
Visual future outcomes instantly
Adjust in real time
RESULTS:
They see the problem and solution
Understanding clicks
Create their own motivation to act
What FedPlanPro Calculates
Every factor that shapes a federal employee’s retirement—handled automatically.
- FERS (1% & 1.1%)
- CSRS
- CSRS Offset
- Special Provisions
- RSCD
- High-3
- Social security
- COLAS
- TSP – Roth & Traditional
- TSP L Income Funds
- TSP Mutual Fund Window
- TSP Withdrawl Options
- TSP Taxes
- TSP RMDs
- Income before and after retirement
- Outside assets
- Outside expenses
- Survivor Benefits
- FEHB and cost increases
- Medicare
- FEGLI options & cost increases
- Alternate Types of Retirement (MRA+10, Deferred, etc)
- Federal Taxes
- State Taxes
- Inflation rates
- Creditable Service Calculations
- VERA
- Deposits and Redeposits
- Sick Leave
- Annual Leave
Tell a Better Story
Show clients their retirement story—not just their numbers.
Change assumptions like COLA rates, TSP returns, inflation, or FEHB increases on the fly and watch their entire picture update instantly.