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Pension LinkŪ |
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HOW IT WORKS |
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You get private access to our web server via a powerful Wizard you can download for only $39.95. You enter information about the Retirement Plan and the Participant in the Wizard and submit the information. Almost instantly, you receive an Actuarial Present Value Report tailored for your firm and for your client. Done! The Wizard is actually a significant application, rich in context-sensitive help with state-specific and in-depth information, and it guides you step by step. It installs itself and is always ready at the click of a button. It automatically checks for upgrades and downloads them automatically at no additional charge. You can view and print the Report immediately. You can also edit the coverture dates at any time and recalculate the marital value prior to printing. This is very useful, for example, when you initially enter the date of marriage and then want to know the marital value using the date of cohabitation. The reports are no-nonsense, brief, professionally good-looking and exhibit-ready documents. They include a full disclosure of the actuarial assumptions applied, which allows the results to be easily duplicated by a local expert. Many lawyers use Pension Link both as their primary valuation resource as well as to validate opposing counsel's calculations, that is, as a fast and inexpensive second opinion. Your Wizard stores and manages all your reports, but can also store a copy in your client's folder in either .PDF or Microsoft Word file format. Our server maintains mortality tables and interest rates constantly updated. Tables, rates and calculation methods are selected as appropriate based on the data submitted. Support is free and unlimited. We are available to answer your questions by phone, fax, or e-mail at absolutely no cost to you. The Pension Link Wizard provides default values, screens and fields as appropriate for private and municipal plans, the Civil Service Retirement System (CSRS), the Federal Employees Retirement System, military systems, and the Railroad Retirement System (RRRS). Virtually all defined benefit plans are covered. It produces reports for Life Only, Joint & Survivor, Joint & Survivor with Popup, and can handle many plan-specific characteristics such as early retirement incentives, breaks in service, COLA increases, disabled employees with or without Social Security benefits, and more. Cost: $95 ($20 for secondary reports*). Compare this with the hundreds of dollars most lawyers pay for similar actuarial valuations from local consultants, the advantage of getting your valuations immediately instead of having to wait for days or weeks, plus free and unlimited telephone support! There are no other charges. You only pay for the reports you get. Click here to get the Wizard! *Secondary Reports: These are additional valuations for the same participant and plan, as of the same valuation date, submitted on the same day, but with different actuarial assumptions, i.e.: a different assumed retirement age, a different accrued benefit, lump-sum vs. annuity benefits valuation, different cost of living assumptions, or combination of the above.
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Pension Link provides a comprehensive help system plus two original documents in PDF format: "A Pension Primer" and "Pension Valuations in Divorce." Cost: One-time charge of $39.95 for the Wizard includes unlimited free upgrades. The documentation alone is worth the price! Telephone Support: Expert Testimony: |
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