Step 1: Tell us about yourself.

What is your current age?
When would you like to retire (age)?
What is your combined tax rate (%)?
(employer + state + federal)

Step 2: You could save up to this year. How much would you like to save?

The maximum allowed.
Or, a fixed amount each year:

Step 3: Your account at age 65:

Taxes you would have paid

Earning interest in your account instead.

Balance at retirement (age 65)

Your contributions and interest earned.

Annual “Retirement Paycheck”

The amount you could withdraw each
year from age 65 to age 85, based on
your balace at age 65.

Get Started

  • Retirement Calculator

    The impact a pension might have.

  • Features

    Flexible, custom design.

  • Get Started

    Start benefiting right away.

Why our clients love BenefitGuard

  • "Wow! I feel like royalty. Thanks for all the individual attention!"

    - Joyce, Plan Participant

  • "We really like the ease of use of BenefitGuard, as well as knowing that a true fiduciary is looking out for our best interests all the time."

    - Jesus, Plan Participant

  • "The BenefitGuard plan enables my small company clients to enjoy a high performance 401(k) plan that is traditionally reserved for billion-dollar companies."

    - Cris, Investment Advisor

Gain access to the industry’s best