Participant Resources

Your team at Vision401(k) is here to support you on your journey to achieving financial clarity. Use the resources below to begin educating yourself about your financial situation and estimate how your needs may change over time. Plan for how much to contribute to your account, identify insurance needs, and much more.

If you have questions about your financial plan after using the resources on this page, click here to get in touch with our team.

Retirement & Education Planning

College Savings App

Retirement Savings App

Retirement Spending App



Pension and Retirement Accounts Applications

How much can you contribute to an IRA?

Self-employed? How much can you contribute to a retirement plan?

Calculate your current year required minimum distribution

Evaluate your pension annuity payout options

Net unrealized appreciation (NUA) vs. IRA rollover



Insurance Risk Management Applications

Estimate your life insurance need

How much disability income insurance do I need?

Health Insurance: Comprehensive plan vs. high-deductible plan with HSA