USER S GUIDE: THE PENSION MODELING TOOL
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- Terence Alan Reed
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1 USER S GUIDE: THE PENSION MODELING TOOL The Pension Modeling Tool, available on the Total Rewards website, is designed to help you with retirement planning allowing you to model your future estimated Pension Plan benefit based on different variables you select. If you are a U.S. or Puerto Rico salaried employee employed prior to July 1, 2012 and you are in a class of employees eligible to participate in the applicable tax-qualified U.S. or Puerto Rico pension plan or supplemental pension plan (known as the excess pension plan, ) you have accrued a pension benefit that will be paid to you if you leave Ingersoll Rand with at least five years of vesting service (as defined in the applicable tax-qualified U.S. or Puerto Rico pension plan.) With the Pension Modeling Tool you can: Immediately see an estimate of your pension benefit as a monthly payment or as a lump sum. Model your pension benefit at various ages and retirement dates. Select different retirement scenarios to see how your pension benefit helps you create a financially secure retirement. Link to your 401(k) account or to additional retirement information. Ingersoll Rand retirement plans are governed by the Internal Revenue Code, and other federal and state laws. The Pension Modeling Tool is not intended to provide you with financial, tax or legal advice. You should consult with your own advisor for specific advice regarding these matters. While every effort has been taken to give you accurate figures and estimates, the possibility of error does exist. The benefit amounts are estimates only, based on current records of the company at the time you use the modeler. Your actual benefit that will be paid may differ from the estimates shown and will depend on a number of factors, including the optional form you select, changes in pay, future years of service with Ingersoll Rand, actual interest rates and the terms of the plan documents in effect when you leave the company and changes to the law. Also, this Pension Modeling Tool does not constitute an employment contract, nor does it provide a guarantee of future employment.
2 Accessing the Tool You can link to the Pension Modeling Tool through the Total Rewards website. When you log in using your network ID and password, it s available on right side of the welcome page under What s New as well as in the Save section of the site. If you have any questions regarding the use of the Tool, call the Employee Contact Center at
3 Your Personal Data Once you get to the home screen of the Pension Modeling Tool, you ll see a summary of your personal data and a current estimate of your accrued monthly benefit based on the option Enhanced Savings or Traditional Ten in which you participate. Clicking on words shown in red will provide more details based on plan rules. Each year, your Personal Data is automatically updated mid-year, reflecting data through December 31 of the prior year. Carefully review your personalized data to ensure accuracy. (For incorrect information or questions, call the Employee Contact Center at ) From this page, you can project future benefits by clicking the Project Your Pension button at the bottom of the page. The example in this guide relates to a Traditional Ten participant.
4 Estimating Possible Future Pension Benefits Since everyone s retirement situation is unique and everyone has different retirement income needs and goals, the tool allows you to compare different scenarios by changing the assumptions used for the calculation: your age at retirement, when you want to start receiving your benefits, your beneficiary information and compensation information. You can model up to three scenarios at a time and can change your assumptions and select different scenarios as often as you wish. (Note that any information you use for modeling purposes will not affect your actual records.) If you are an Enhanced Savings Participant, your pension benefit accrual under the pension plan was frozen on December 31, Therefore, pay components will not be part of your assumptions.
5 Your Projection Results Your results show the amount of your pension plan payout based on your assumptions and different payout options, including lump sum and available monthly annuities. You can also print your projection using your browser s print function.
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