Plan Sponsor toolkit

Explains the paycheck breakdown of contributions on a paycheck to help employees decide how much they can afford to set aside for retirement.

Lets employees know how asking for the right kind of input from a professional can help define goals and map a financial path to success.

Discusses the benefits of enrolling in an employer-sponsored retirement plan and how easy it is to get started.

Explains how to set short, medium and long-term goals and how to work systematically to achieve them.

This calculator helps show your employees how much postponing their savings can really cost.

This calculator uses withholding schedules, rules and rates from “IRS Publication 15” and “IRS Publication 15T” to show employees how increasing contributions to a 401(k), 403(b) or 457 plan can affect their paycheck and retirement savings.

This calculator helps employees create a retirement plan by showing their retirement savings balance and withdrawals for each year until the end of retirement.