Calculators
Use calculators designed to help you plan for retirement and understand your financial situation.
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401(k) calculators for employees and plan admins
Our set of 401(k) and retirement-related calculators are designed to support both employers and employees in their savings journey.
Employers can use the 401(k) Employer Match Calculator to estimate the impact of matching contributions on recruitment, retention, and tax advantages.
The Safe Harbor 401(k) Calculator helps businesses avoid costly IRS nondiscrimination testing by evaluating the benefits of safe harbor plans.
For a detailed analysis of plan costs, the 401(k) Plan Cost Calculator provides insights into the cost of starting a 401(k) plan with the help of SECURE Act 2.0 tax credits.
Employees can project their retirement income with the Retirement Savings Calculator, offering a clear picture of future financial security. These tools are crafted to equip both employers and employees with the information needed to achieve their retirement saving goals.