Note:  To access the Gap Analysis Calculator Information, select Setup/System from the main menu and select Gap Analysis/Calculator from the navigator on the left.

 

Maximum Inflation on Social Security

After the individual retires, this limits annual increases in future Social Security payments to a specific percentage. (Social Security will inflate to the least of the maximum or retirement inflation.)

Title on Reports

Select the title for the Quick Gap and Gap Analysis reports.

Order for "Client Data & Calculation Overview" Report

The "Client Data & Calculation Overview" report can start with the client data and then show the calculations, or visa verse.

"Client Data & Calculation Overview" report vertical layout

Determines the vertical spacing for the respective report.

Maximum Contribution Limits

Select if the contribution limits for retirement plans is indexed for future years.

Quick Gap Calculator: Allow Different COLA Rates Prior to and During Retirement

Allows for entering different COLA rates in the Quick Gap calculator for the accumulation and distribution years.

Federal Retirement Systems

In the Gap Analysis calculator, a "Client TSP" and "Spouse TSP" tabs are displayed, even if the respective account is not a federal retirement plan. Uncheck this box to hide the tabs if a federal retirement plan is not selected.

Retirement Years Gird

Configure which columns are visible in the Retirement Years Grid screen and report.