This tool helps employers provide their participants an annual illustration of how their current savings in a qualified retirement plan might translate into lifetime monthly payments.

If your plan is subject to the Employee Retirement Income Security Act (ERISA), you will need to provide an annuity illustration that conforms to Department of Labor (DOL) guidance on the Setting Every Community Up for Retirement Enhancement (SECURE) Act provision, specifically the Interim Final Rule on Lifetime Income Illustrations.

Single Participant Illustration Multiple Participant Illustration

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