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Sample Tools



Sample Tools

Here are two samples of our interactive database technology for the web. With tools such as these, customized for your plans, your participants will be able to plan ahead and fully realize the value of their benefits.
Social Security Estimator  
DOB (MM/DD/YYYY):
Annual Income:
401K Estimator
This estimator uses annual rates and contribution amounts for simplicity. You should use an interest rate assumption that is conservative and plausible considering your likely investments. Historically, the stock market, or equities have returned about 10.5 % total earnings over long periods. Bonds have returned about 6% over long periods. So, for example, if you are going to maintain a portfolio which is 50% stocks and 50% bonds until retirement, you might use 7.5% as a conservative estimate.
DOB (MM/DD/YYYY):
Starting Balance:
Annual Contribution:
Net Assumed Interest Rate Percent:
Age at Expected Retirement:
Estimated Lifespan: