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Balance Design
Calculators & Limits
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Plan vs. No Plan Calculator
Actual Rate of Return
Cash Balance Outlook 2014
Calculators & Limits
Calculators & Limits
Use the tools below to assist you in calculating your retirement needs.

What Are My limits?
Interested in knowing how much you might be able to contribute to a cash balance plan?

Contribution Limits Table

Roth 401(k) Calculator
Are you better off contributing to a Roth 401(k) or a traditional 401(k)?
Plan vs. No Plan
Compare investing in a qualified plan and saving outside a qualified plan.

Plan Comparison Sample

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