The TSP account data can be entered and calculated in one of two ways:
1.Use the TSP Life Cycle Funds and specific funds (G, F, C, S and I). This method does not comply with FINRA regulations.
2.Using generically named accounts ("Federal Savings Plan") for enter data and balances. A report was filed with FINRA and a clean letter was returned.
To change the selected method, go to File/Config/Gap Analysis/Calculator and toggle "Calculate TSP Using TSP Account Details".
