New York Finance

Nov 3 2017

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Use our FREE interactive calculators to help with your retirement planning!

PENSION PLAN CALCULATOR – INDIVIDUAL

The Pension Calculator – Individual allows you to calculate the MINIMUM, RECOMMENDED, and MAXIMUM possible contributions to a conventional defined benefit pension plan for an individual, given certain key pieces of information:

Annual Compensation (or earned income for a sole proprietor)

  • Years of past service with the employer
  • Year in which the plan is effective

  • This contribution calculation assumes a NEW PLAN in the first year of operation. In subsequent years, the contribution range may change slightly due to a number of factors, including investment performance, change in pay, and changes in legal benefit limits.

    PENSION PLAN CALCULATOR – EMPLOYER

    Pension Calculator – Employer, 2016 Edition

    Pension Calculator – Employer, 2017 Edition

    The Pension Calculator allows you to manipulate an Excel spreadsheet to calculate the MINIMUM, RECOMMENDED, and MAXIMUM possible contributions to a conventional defined benefit pension plan for an entire employee group, given key census information on all eligible employees:

    Dates of Birth and Hire

  • This contribution calculation assumes a NEW PLAN in the first year of operation. In subsequent years, the contribution range may change slightly due to a number of factors, including investment performance, change in pay, and changes in legal benefit limits. 2008 – ALI Actuarial & Retirement Plan Services | Design by. Styleshout and doTemplate | Created with doTemplate



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