Have you determined an accurate pension value?

How Accurate is your Pension Valuation?

A present value of a pension calculation has 5 basic variables that affect the final present value computation. They are:

(1) duration of the payout period,
(2) mortality,
(3) the dollar amount of benefit,
(4) the participant’s tax bracket, and
(5) the assumed interest rate discount.

These variables become a chain of assumptions that are supported only by the weakest link. Meaning, if one variable is inappropriate for your case, the entire valuation is affected.

For more information regarding issues that can and will affect your pension valuation, click on the link below.

Learn More

We can have your Pension Valuation completed within TWO business days

Our qualified professionals possess the knowledge and expertise you need in determining the present and/or marital value of a Defined Benefit Plan including Wisconsin Retirement System (WRS), City & County of Milwaukee Pension Plans, Military, and FERS.

Contact DFS