Personal defined benefit plan calculator

The personal defined benefit plan calculator below will give you an estimate of how much you can contribute. Just use the toggle below and you will get a “base” contribution and a “max” contribution calculation.

Below the calculator we discuss a few caveats and define what the different contribution levels mean.

Personal Defined Benefit Plan Calculator

• The defined benefit plan calculator is meant for illustrative purposes only.

  It is not meant to be exact and final contributions can only be accurately calculated by our actuary.

• The calculator is only meant to give you a range for year one. After year one, there are many factors that will impact funding.
• The calculation is only for a solo or owner-only plan.

  Personal defined benefit plan calculator free

  If you have employees, you will want to have us run a custom illustration.

• You can add a 401(k) plan to a defined benefit plan. You may do the employee deferral with no restriction. Howeve