Pension Valuation Case Studies
Step-by-step walkthroughs of actual pension valuations across federal civil service, public education, and Fortune 500 corporate plans.
Federal FERS
Federal Employee FERS Case Study: $3,200/mo vs $510,000 Buyout
How a 62-year-old GS-13 civil servant evaluated their inflation-indexed FERS annuity vs a private market investment buyout.
Read Full Case Study Walkthrough → State TRS / CalSTRSCalifornia Teacher (CalSTRS): Retiring at 58 Early vs Age 62 Full
Examining the lifetime Net Present Value tradeoff of retiring 4 years early with 28 years of classroom service credit.
Read Full Case Study Walkthrough → Corporate Defined BenefitFortune 500 Corporate DB Plan: De-risking Buyout Evaluation
Evaluating a $380,000 corporate de-risking buyout offer against a non-COLA $2,450/month lifetime company pension.
Read Full Case Study Walkthrough →Evaluate your specific pension scenario
Model your monthly payouts, early retirement adjustments, and buyout offers instantly.