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We are pleased to provide the following free calculator to assist plan sponsors with the administration of their pension plans. Please contact us at if you would like to suggest an additional calculator.

Optional Form Conversion and Present Value Factor Calculator
This calculator generates optional form conversion factors and present value factors for the following:

bullet Life annuity
bullet 5, 10, 15 and 20 year certain only annuities
bullet 5, 10, 15 an 20 year certain and continuous annuities
bullet 50%, 66 2/3%, 75% and 100% contingent annuitant annuities
bullet 50%, 66 2/3%, 75% and 100% joint and last survivor annuities
bullet Deferred and immediate lump sum factors on plan and GATT basis

Factors can be developed on an age last birthday, age nearest birthday or exact age basis for both the participant and beneficiary. In addition, due or immediate factors can be generated on a monthly, quarterly, semi-annual or annual basis.

Currently, you can chose from 36 different mortality tables. If you don't see your plan's mortality table feel free to e-mail us the mortality rates and we will be happy to add them to our collection of mortality tables.

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