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Defined Benefit Pension Plan Projections

The spreadsheet calculates an accurate forecast of what the client can expect to receive at retirement from their defined benefit pension plan. It also allows you to illustrate other pension options at retirement. Most employer pension statements do not provide a forecast of future pension based on an assumed rate of salary growth, or other factors such as early retirement. The Template uses the mathematical power of Excel to provide quick and accurate answers.

View Sample Report

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