This calculator is provided for educational purposes only and does not serve, either directly or indirectly, as legal, financial or tax advice. You should always consult with your financial planner, attorney and/or tax advisor as needed.
Results and analyses are based exclusively on information provided by you and no assumptions are made as to your particular situation. Projection is hypothetical in nature and not predications or guarantees. All investments carry a degree of risk and past performance is not a guarantee of future results. Asset allocation and diversification do not ensure a profit and do not protect against loss in declining markets. You should discuss rolling money from one account to another with your financial advisor/planner considering any potential fees and/or limitation of investment options.
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Enter your current Plan 3 defined contribution investment account balance, which can be obtained from this website after logging into your account or by calling the Plan 3 Investor Services line at 800 547-6657.
Estimate the average annual adjustment to your salary.
Enter the age at which you plan to stop working under a PERS, SERS, or TRS employer.
Enter the age at which you plan to begin receiving distributions from your Plan 3 defined contribution account.
Enter the estimated annual rate of return you expect your investments to make before retirement.
Enter the estimated annual rate of return you expect your investments to make after retirement.
Enter the amount of a lump-sum payment, if applicable.