How Will Fees Affect My 403(b) or 457 Plan Savings?

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If you know your rate of return, enter 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 give you a rough estimate of the impact of fees on your 403(b) or 457 plan savings. Your actual fees and expenses will vary depending on the vendors, products and specific investments you choose for your plan. Be sure to read the prospectus or summary information for each of the investments you are considering.