Benefit Estimate

Enter the assumptions below to estimate your retirement benefit. If you are eligible, you may request commencement paperwork to initiate payment of your retirement benefit based on these assumptions.

The RISE Score^™ projection also includes benefits payable under Social Security and any defined contribution plans under which you are covered. RISE Score can be found on the Financial Wellness page.

Note: If you need a pension calculation due to a death, disability or Qualified Domestic Relations Order, please contact your Benefits Service Center representative at (866) 767-1212.

To calculate your estimated benefit, you must complete the necessary information below.

Calculation Name: You must enter a value.
Your Projected Benefit Commencement Date may not precede 07/01/2022, your Earliest Retirement Date, and may not be later than 09/01/2024, your Normal Retirement Date, unless you continue in active employment after reaching your Normal Retirement Date.

Projection Assumptions

Calculation Name:*

Projected Termination Date:*

Age:

Month(s):

Projected Benefit Commencement Date:*

Age:

Month(s):

Assumed Annual Rate of Pay Adjustment:* % applied to $

Marital Information

Marital Status:*

Date of Marriage:

QDRO Qualification:*

Contingent Information

Joint Beneficiary:*

BENEFICIARY: SUSIE SPOUSE
DOB: 03/31/1956
RELATIONSHIP: SPOUSE

The contingent annuitant you apply here is used for modeling calculations only. You are not designating a contingent annuitant / beneficiary.

When you commence your retirement benefit you will designate your contingent annuitant / beneficiary when you select your payment option, if applicable.

I understand that:

Benefits modeled on this site are estimated based on my personal data, employment history and compensation as reported by my employer.
These benefit amounts are estimated amounts and are subject to change.
Amounts shown are not a guarantee of future benefits or future employment.
Benefits may not reflect assignment of benefits from a Qualified Domestic Relations Order or other court order due to divorce or separation.
Lump sum amounts (if applicable) are estimates based on the most recent interest rates available for lump sums and may not reflect final rates used to calculate my final lump sum amount.
Demo Sponsor 13590 (Generic) reserves the right to correct any errors. If it is determined at any time that the information provided on this estimate conflicts with the benefit defined by the Sample Pension Plan 1 (“Plan”), the Plan will prevail. Under the law a plan must be operated in accordance with its terms.

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Plan administrative services provided by Voya Retirement Insurance and Annuity Company (“VRIAC”) or Voya Institutional Plan Services, LLC (“VIPS”). Neither VRIAC nor VIPS engage in the sale or solicitation of securities. All companies are members of the Voya family of companies. VRIAC and VIPS are independent from Milliman, Inc.