The Free Benassist annuity calculator generates optional form conversion factors and present value factors for the following:

  • Life annuity
  • 5, 10, 15 and 20 year certain only annuities
  • 5, 10, 15 an 20 year certain and continuous annuities
  • 50%, 66 2/3%, 75% and 100% contingent annuitant annuities
  • 50%, 66 2/3%, 75% and 100% joint and last survivor annuities

Features include:

  • 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
  • Due or immediate factors can be generated on a monthly, quarterly, semi-annual or annual basis.
  • 36 available mortality tables
Annuity Calculator

About Us

We listen carefully to our clients’ needs and objectives and provide direct access to seasoned consulting actuaries who provide individually tailored, practical advice.

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While we provide all of the necessary services for DB plans, OPEB plans and SERPs, we distinguish ourselves by providing excellent service and practical advice directly from seasoned consulting actuaries.

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Please feel free to try our popular Annuity Calculator.  We also provide selected Links to reliable sources for benefits professionals. We hope you find these resources useful.

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