Calculate the true cost of taking a loan from your retirement plan

• Make annual comparisons of projected 401(k) balances, with and without a loan, from the year the money is borrowed until the year of retirement, and

• Compare monthly income at the time of retirement, with and without a loan, based on a 30-year fixed annuity.

Access the calculator at:

Take a loan from your retirement plan

If you need a loan or a hardship, the forms will soon be available on this site. In addition, as we grow, more information about your plan will be available here.

Contact Participant Services

Please contact participant services at 858-218-3450 with any questions you may currently have regarding your retirement plan.

“I would like to commend your Participant Services Staff for the wonderful service she has always given me. I have been dealing with her for the past 4 years and she is very professional, knowledgeable and a good customer service personality. She is an asset to your organization.” – Nor, SUMMIT CAREER COLLEGE, INC.