What Will It Cost to Borrow from My 403(b) or 457 Plan?

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If you know your rate of return, select that number. If not, you can estimate your return or contact your provider to obtain your current rate. To estimate returns: conservative investors/fixed annuity investors should estimate 2%-3%, moderate investors 4% and aggressive investors 6%. This is based on long-term results net of fees (choose the lower number within your category if you are within 5 years of retirement). Past performance is not a guarantee of future results, and your return is not guaranteed.

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This calculator is designed to estimate the impact of a plan loan on your future 403(b) or 457 plan account balance. Calculations are based on the assumptions provided and are not guaranteed. Please note the calculator assumes a constant return pattern. Actual results are likely to vary due to return volatility.