Tools & Calculators
Planning for retirement and managing your Plan account sometimes requires a little help. Here are some useful tools and calculators that may help simplify your path to retirement.
How much money will I need in retirement?
Set your retirement savings goals with the help of the Interactive Retirement PlannerSM, which takes into account your retirement savings, pension and Social Security income.
How do I get help making investment decisions?
Determine your personalized retirement strategy with the Morningstar® Retirement Manager℠, which helps you set retirement income goals, a savings rate and a mix of assets for your portfolio with helpful reports and resources.
Peer Comparison Tool
See how your 457(b) retirement contributions compare with your peers.
How do I know what my investment style is?
Answer six important questions in the Asset Allocation Tool to learn about your risk tolerance to develop an investment style.
Can my budget afford a payroll deduction?
See how increasing your contributions into your Plan account will affect your take-home pay by using the Paycheck Impact Calculator.
Am I contributing enough?
Enter your numbers into the Future Value Calculator to see how retirement savings may grow over time.
How long will money last in retirement?
Examine various scenarios for taking payouts with either a fixed-period or fixed-amount method with the help of the Payout Illustrator tool.
How will contributing to the new Roth option affect my taxes?
Determine the possible tax advantages of making after-tax contributions to your plan by using the Roth Analyzer, which will provide you with a detailed summary based on your answers.
Neither the plan administrator nor its representatives give legal or tax advice. Please consult your attorney or tax advisor for answers to specific questions.
These planning tools are presented for informational purposes only. They are not intended to project or predict the investment results of any specific investment. They do not reflect fees of any particular investment and only reflect tax information where shown. Remember, investing may be subject to market risk and there are no guarantees that your investment goals will be achieved.