Pension Calculator

Calculate your pension benefits and plan for retirement income

The pension calculator helps you estimate your monthly pension payments based on your years of service, final salary, and pension plan formula. Use this tool to understand your retirement income and plan your financial future effectively.

Employment Information

Salary Information

Pension Formula

Early Retirement Options

Survivor Benefits

Pension Calculation Results

Enter your employment and salary information to calculate pension benefits

Common Pension Scenarios

Teacher Pension

30 years service, 2% multiplier

Click to apply

Government Employee

25 years service, early retirement

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Corporate Pension

20 years service, cash balance plan

Click to apply

How Pension Calculations Work

Defined Benefit Formula

Most traditional pensions use this formula:

Annual Pension = Years of Service × Benefit Multiplier × Final Average Salary

Example:

  • 30 years of service
  • 2.0% benefit multiplier
  • $80,000 final average salary
  • Annual pension: 30 × 2.0% × $80,000 = $48,000

Cash Balance Plans

Cash balance plans work differently:

  • Pay Credits: Annual contribution based on salary percentage
  • Interest Credits: Account grows with guaranteed interest rate
  • Account Balance: Accumulates over career
  • Retirement: Convert balance to monthly annuity or lump sum

Benefits are more portable and easier to understand than traditional pensions.

Example Calculation

Teacher Pension Example

Employment Details:

  • 30 years of service
  • Final average salary: $75,000
  • Benefit multiplier: 2.0% per year
  • Retirement age: 60

Early Retirement:

  • Normal retirement age: 65
  • Early retirement reduction: 6% per year

Calculation Result

Full Pension: 30 × 2.0% × $75,000 = $45,000/year

Early Retirement Reduction: 5 years × 6% = 30%

Reduced Pension: $45,000 × (1 - 30%) = $31,500/year

Monthly Payment: $31,500 ÷ 12 = $2,625/month

Replacement Ratio: 42% of final salary

Frequently Asked Questions

What's the difference between a pension and 401(k)?

A pension (defined benefit plan) provides guaranteed monthly payments for life based on your salary and years of service. A 401(k) (defined contribution plan) is an account you contribute to, and your retirement income depends on how much you save and investment returns.

Can I take my pension as a lump sum?

Some pension plans offer lump sum options, but this varies by plan. Consider factors like your health, other retirement income, investment skills, and survivor benefit needs before choosing between monthly payments and a lump sum.

What happens to my pension if I change jobs?

If you're vested (typically after 5 years), you'll receive a pension benefit based on your years of service and salary when you left. The benefit may be smaller than if you stayed until retirement, and you typically can't take it with you to a new employer.