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Use the tools below to assist in calculating your retirement needs. Â
EFAST MEMO - Mandatory Electronic Filing to Form 5500 Beginning for 2009 Plan Years!
Click here for more information... efast2 memo-website.pdf
Financial Calculators
Click the Financial Calculators link above to view over 60 calculators
Supplemental Information
Cost-of-Living Adjustments to Dollar Limits Under Employee Benefit Plans: 2010limits.pdf
Bonding Requirements: bonding requirements.pdf
Plan Administrator Information: plan administrator definition.pdf
Highly Compensated Employee and Key Employee Definitions: hce key employee.pdf
Current Prime Rate = 3.25%
The table below lists the historical values of Prime Rate
|
Prime Rate
|
| Month/Day |
1999 |
2000 |
2001 |
2002 |
2003 |
2004 |
2005 |
2006 |
2007 |
2008 |
2009 |
| Jan 1 |
7.75% |
8.50% |
9.50% |
4.75% |
4.25% |
4.00% |
5.25% |
7.25% |
8.25% |
7.25% |
3.25% |
| Feb 1 |
7.75% |
8.50% |
8.50% |
4.75% |
4.25% |
4.00% |
5.25% |
7.50% |
8.25% |
6.00% |
3.25% |
| Mar 1 |
7.75% |
8.75% |
8.50% |
4.75% |
4.25% |
4.00% |
5.50% |
7.50% |
8.25% |
6.00% |
3.25% |
| Apr 1 |
7.75% |
9.00% |
8.00% |
4.75% |
4.25% |
4.00% |
5.75% |
7.75% |
8.25% |
5.25% |
3.25% |
| May 1 |
7.75% |
9.00% |
7.50% |
4.75% |
4.25% |
4.00% |
5.75% |
7.75% |
8.25% |
5.00% |
3.25% |
| Jun 1 |
7.75% |
9.50% |
7.00% |
4.75% |
4.25% |
4.00% |
6.00% |
8.00% |
8.25% |
5.00% |
3.25% |
| Jul 1 |
8.00% |
9.50% |
6.75% |
4.75% |
4.00% |
4.25% |
6.25% |
8.25% |
8.25% |
5.00% |
3.25% |
| Aug 1 |
8.00% |
9.50% |
6.75% |
4.75% |
4.00% |
4.25% |
6.25% |
8.25% |
8.25% |
5.00% |
3.25% |
| Sep 1 |
8.25% |
9.50% |
6.50% |
4.75% |
4.00% |
4.50% |
6.50% |
8.25% |
8.25% |
5.00% |
3.25% |
| Oct 1 |
8.25% |
9.50% |
6.00% |
4.75% |
4.00% |
4.75% |
6.75% |
8.25% |
7.75% |
5.00% |
3.25% |
| Nov 1 |
8.25% |
9.50% |
5.50% |
4.75% |
4.00% |
4.75% |
7.00% |
8.25% |
7.50% |
4.00% |
 |
| Dec 1 |
8.50% |
9.50% |
5.00% |
4.25% |
4.00% |
5.00% |
7.00% |
8.25% |
7.50% |
4.00% |
 |
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Source: Federal Reserve Board
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