Welcome
Home
Our Company & Mission
Our Core Values
Our Services
Service Standards/
Expectations Manual
Service Information Request

Contact Us

Advice & Tools

Financial Calculators

Hot Topics
TPS Newsflashes
TPS Newsletters
Educational Seminars
IRS News
DOL News
Sponsors
View Plan Info
Downloadable Forms
Documents
Education
 

Materials/Schedules/
Presentation

  Class Locations
Participants
View/Access Account
Online Enrollment
Downloadable Forms
Documents
Education
  Materials/Schedules/
Presentation
  Class Location
Investment Professionals
View Client Info
Downloadable Forms
Documents
Service Alerts
Education
  Materials/Schedules/
Presentation
  Class Location
Fiduciaries
View Plan Info
Downloadable Forms
Documents
Education
  Materials/Schedules/
Presentation
  Class Location
Other Resources
Fiduciary Guardian
401(k) Vendors
Research
Strategic Partners
General Financial Calculators
These are provided to help with basic financial calculations like Compound Interest, Rate of Return, Annuity and Mortgage Payments
Click Here.


 

Retirement Planning Calculators
These tools are provided to you to help you in your retirement planning.

401(k) Savings Calculator
A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you can not afford to pass up.

403(b) Savings Calculator
If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement.

72(t) Calculator
The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement.

Paycheck Impact Calculator (Simplified)
Use this calculator to estimate the effect of retirement plan contributions on your take home pay.
   What is my state tax rate?
   What is my federal tax rate?

Paycheck Impact Calculator (Expanded)
Use this calculator to see how increasing your contributions to a 401(k), 403(b) or 457 plan can affect your paycheck as well as your retirement.
   What is my state tax rate?
   What is my federal tax rate?

Retirement Income
Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.

Retirement Pension Planner
Plan your retirement with a company pension, find out if you are on track - and learn how to stay there.

Retirement Shortfall
Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.

Roth 401(k) vs. Traditional 401(k)
See how a Traditional or Roth 401(k) might affect your take home pay as well as your retirement savings.

Social Security Benefits
Use this calculator to estimate your Social Security benefits.

 

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.