403(b) Contribution Planner (Professional edition)

COMMONLY REQUIRED INFORMATION about "you" (i.e., the client), the job, and the retirement plans...

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 What is your name?   
  Check here if the employer has adopted the age 50 catchup provision in the 403(b) plan document 
 If true then please provide date of birth (m/d/yyyy):  
 Which best describes the employer offering the 403(b) plan? (select one): 
    Public school system College, university, private school Church, or church organization  
  Home health service agency Health & welfare service agency Hospital             Other  
 
  Your total compensation from this employer for the full tax year: $  
 As of the end of the tax year, how many years (including fractions of years) have you worked there?  
       (Give only partial credit for years you worked part-time or only part of the year.) This information not required if less than 15 years. 
 
If you worked less than full-time, or less than a full year, for the tax year in question:  (otherwise skip these two questions)
 
 What percent of full-time did you work? % 
 How much was your actual compensation for this year, plus your compensation from enough prior pay periods to equal one full-time, full year of work? $ 
 About previous contributions to this employer's 403(b) plan(s): 
 How much have YOU contributed BEFORE this tax year? $ 
    Skip if you have less than 15 years of service. Also include pre-2002 Section 457 contributions. Omit Age 50+ catch-up contributions.  
 
 
 Check below if you have used special "catch-up" limits with ANY employer 
  Elective Deferral Catchup (extra $3,000 catch-up for long-term employees) 
 If so, how much of the $15,000 lifetime limit have you used, incl. ALL prior Roth 403(b) contribs.? $ 
 
 
 If you are a member of a public employee DEFINED BENEFIT plan: 
 Current year mandatory contributions, if any, to the Defined Benefit Plan: 
 Provide the dollar amount $ OR the percentage of Gross Income % 

 To view results, click . Then you may check one or more options below, and click the "Report" button:
 View detailed PDF report immediately (you need to have an appropriate PDF reader installed)         
  Email detailed PDF report to  

 
 UNCOMMON SITUATIONS 
 
 If the employer makes NON-matching contributions, or you are REQUIRED to contribute, to a 403(b) plan: 
 Total amount of either kind of contribution being made in the current tax year: $
 If the employer makes MATCHING contributions to a 403(b) plan: 
  Percentage of your contributions that are matched? % 
 Maximum percentage of your compensation you can contribute that your employer will match? %
 Compensation on which this percentage is based (IF different from compensation on Page 1) $
 If ANY employer offers a 401(k) or other Defined Contribution Plan, other than a 457 plan:
 How much in the way of VOLUNTARY contributions have YOU made during THIS tax year? $ 
 How much in the way of REQUIRED contributions have YOU made during THIS tax year? $ 
 If you have 15 or more years of service, how much did YOU contribute BEFORE this tax year? $
       Click Help (at the top of the page) for more specifics about what goes, and doesn't go, in this section.