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Retirement Income Adequacy Calculator


Please fill in the following information so we can estimate your retirement income adequacy.

Your Personal Information
Name
Date of Birth
Beneficiary Birth Date
Retirement
Ret. Age
Ret. Date
Current Annual Salary $
General Assumptions
Salary Increase Rate %
Investment Return Rate %
Traditional Defined Benefit (DB) Plan
Plan Name
Monthly Benefits at Retirement $
Cash Balance Plan
Plan Name
Current Balance $
Current Balance Date
Annual Contribution/Credit
Annual Amount $
Percent of Salary %
Interest Credit Percent %
401(k)/403(b)/457 Plan
Plan Name
Current Balance $
Current Balance Date
Annual Addition
Annual Amount $
Percent of Salary %
Profit Sharing Plan
Plan Name
Current Balance $
Current Balance Date
Annual Contributions $
Personal Savings
Current Balance $
Current Balance Date
Annual Addition $
Other Pension Plan Benefits
Monthly Benefit at Retirement $
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