Automatic Rollover Savings Calculator

Calculate Potential Savings

Utilize our Automatic Rollover Savings Calculator to help determine potential savings for your Plan if you were to take action and roll over your small balance accounts. You'll need to know the number of Participants in your Retirement Plan, percentage of those with small balances, and the approximate annual cost of administering your Plan.

1
To Start,
Pick Plan Type
2
Enter
Plan Size
Total Participants in Plan:
Total Current Employees in Plan:
3
Provide
Plan Information
Annual Administrative Cost for the Plan:
$
% of Former Employees with Plan Balances under $5,000:
4
Calculate
Potential Savings

Total Potential Savings Per Year

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This interactive calculator is made available to you solely to demonstrate possible savings and is not intended to provide investment advice. We cannot and do not guarantee its applicability or accuracy with regard to your individual circumstances. All examples are hypothetical and are for illustrative purposes only. Potential savings calculator assumes that annual administrative costs are allocated equally among Plan participants and may not be representative of your Plan's design or experience. We encourage you to seek personalized advice from qualified professionals regarding all Plan finance issues impacting the Plan.