- Setting Financial Goals
- Budgeting
- Determining a Target Retirement Saving Rate
- Debt Management
- A Look at 401(k) Plan Fees
- Know Your Health Benefit Rights | En Español
- Making Your Retirement Great
- Questions? EBSA has Answers | En Español
- Saving Matters l En Español
- What Do You Want Your Retirement to Look Like?
- Do You Want An Extra $100,000? Text Version | Graphic Version
- How Can You Earn 100% Return On Savings? Text Version | Graphic Version
- Are You Passing Up Free Money? Text Version | Graphic Version
- Over 50? Want To Save Some More For Your Retirement? Text Version | Graphic Version
Here are some helpful tools employees can use to calculate how much money an individual will need at retirement:
- AARP
- AICPA
- Taking The Mystery Out of Retirement Planning - This publication with interactive worksheets is designed to help individuals ten years or less away from retirement see if their retirement savings are on track. | En Español | Worksheets | Hoja de cálculo
- Lifetime Income Calculator - This calculator illustrates an annuitization approach to estimate the monthly lifetime income streams based on both the participant's current account balance and on the projected value of the account balance at retirement.
- American Savings Education Council - The Ballpark Estimate is an easy-to-use, one-page worksheet that helps you quickly identify approximately how much you need to save to fund a comfortable retirement. The Ballpark Estimate takes complicated issues like projected Social Security benefits and earnings assumptions on savings, and turns them into language and mathematics that are easy to understand.
- Financial Industry Regulatory Authority - These financial calculators are meant to provide you with some of the information necessary to make sound financial decisions and to plan for the future.
- Savings Fitness: A Guide to Your Money and Your Financial Future | En Español | Financial Planning Worksheets | Hojas de trabajo
