Working demo · fictional sample member

Pension review report builder

A tool that turns a member's Annual Benefits Statement and salary history into a client-ready report: retirement dates compared, the 10% salary cap check, loan and payment options, and a filing checklist. Change any number on the left and the report rebuilds. Nothing typed here leaves the browser.

Client

Plan

From the Annual Benefits Statement.

Salary by school year

Base pay plus pensionable per session and summer pay. Project future years with expected raises.

Retirement dates to compare

Balances

Payment options and tax

Share of the maximum. Replace with TRS or BERS figures when known.