Default Values

Note: To access the Default Values Information, select File/Config from the ribbon bar and select Default Values from the left hand menu.

Choose the default values to be used when a new client is created.


Note: "Federal TSP Account" refers to the Thrift Savings Plan available to federal employees in the CSRS or FERS retirement systems.

Note:  In the Rates of Return section above, Payout Percent refers to the retirement distribution option Percent of Account for the client or spouse's selected retirement plan.