Small Pension Balance Refund Application
A recent amendment was made to the National Pension Scheme (Occupational Pensions) Act 1998 relating to small pension balance refund changes. If you have $50,000 collectively in all your pension accounts–this is only for defined contributions pension plans and local retirement products–and you are 65 years of age or older; you might be entitled to apply to receive a full refund.
To complete the Small Pension Balance Refund Application Form, click here.
Pension Tools- Interactive Calculators
Retirement Savings and Planning |
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| 401(k) Savings Calculator | A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up. |
| 401(k) Spend it or Save it Calculator | There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings. |
| Retirement Account Contribution Accelerator | Use this calculator to see how increasing your contributions to a qualified retirement plan can help save for your retirement. |
| Retirement Plan Withdrawals | Use this calculator to see what your net withdrawal would be after taxes and penalties are taken into your account |
| Retirement Planner | Quickly determine if your retirement plan is on track and learn how to keep it there. |
| Roth vs. Traditional 401(k) and your Paycheck | See how a Roth versus traditional 401K might affect your take home pay as well as your retirement savings |
| Social Security Benefits | Use this calculator to estimate your Social Security benefits |
Savings Calculators |
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| Benefits of Spending Less | Reducing your spending can be worth more than you might think. Use this calculator to see just how much your budget reductions may be worth |
| Savings Calculator | Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth |
Personal Finance |
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| Home Budget Analysis | Analyze your budget, see where your money goes and find out where you can improve! |
Pension tools are temporarily unavailable. We're working on it!