Built for financial advisors
The retirement planning platform
built for federal employees
Help your federal clients navigate all their retirement benefits with confidence — all in one place, purpose-built for advisors who specialize in government benefits.
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.
When clients see their story unfold, they understand it, remember it, and own the next steps themselves.
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
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
PLATFORM FEATURES
Everything you need to serve federal employees
Federal benefits are unlike anything in the private sector. FedPlanPro gives you the specialized tools to build accurate plans, win client trust, and grow your practice.
FERS & CSRS pension calculator
Instantly compute pension estimates using the correct formulas — High-3, creditable service, special provisions, and survivor benefits included.
TSP withdrawal strategies
Show them how they can take advantage of each piece of their TSP so clients see the full picture before deciding.
FEHB & FEGLI & LTC planning
Show clients how FEHB interacts with Medicare, how FEGLI’s costs will increasingly affect them in the future, and add in extra income or expenses.
Manage cases
Use due dates and the chat feature to coordinate deliverables. Use your staff to enter in information on your behalf and plan when reports are due.
Customize defaults
Change variables on a global or per-case basis to accommodate for different planning strategies.
Continuing updates
Stay current as OPM regulations change. FedPlanPro calculates automatically update when federal benefit rules shift — no manual corrections needed.