Planit:Pension Calculator

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.

In this Video you will Learn...
How do I calculate the annual amount my client will receive from his/her defined benefit pension plan?
• Calculator data entry
• Early Retirement Reduction
• Survivor Benefits
• Collecting materials

Keep on Track! Continue training on...
Calculators Pensions and Other Revenues Screen

Other Related Topics
Defined Benefit Pension Introduction to the Pensions and Other Revenues Screen (Canada) Add a Revenue

The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.

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Download the Canadian Pension Calculator here