Small Business Retirement Tools and Resources

Whether you're trying to figure out which plan is right for you or show your employees the potential benefits of each plan, our easy-to-use tools can help.

Small Business Plan Contribution Comparison Calculator

Compare the potential contributions that self-employed individuals can make to small business retirement plans, including Individual 401(k), SIMPLE, and SEP plans.

Use the Comparison Calculator

Small Business Retirement Contribution Calculator

Business owners can calculate contributions and check employee eligibility with ease.

Use the Contribution Calculator

Lifetime Income Illustration Tool

Show participants how their current savings in a qualified retirement plan might translate into monthly payments in retirement.

Use the Lifetime Income Illustration tool

RMD Calculator

Give your participants an easy way to see how much they need to withdraw from their traditional IRA each year.

Use the RMD Calculator

Additional plan resources

Get a deep dive on the nuances of each plan: Who they're best suited for, the benefits of each, their impact on employers and employees, and more.