Pocket Pension Nerd

Keep the Pocket Pension Nerd on your phone or pad. Check out the handy Defined Benefits Estimator, an up-to-date Pension Limits chart, and information on the several types of Defined Benefit Plans.  Just plug information about your client into the Estimator; it does the rest, showing you annual contributions, number of contribution years, an estimated lump sum, and lifetime benefit information for your client. 

Pocket Pension Nerd Available Now


Just scan the QR code to download the Pocket Pension Nerd app to your phone or pad.

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875 Mahler Road, Suite 105
Burlingame, CA 94010

T (650) 692-2043
F (650) 692-2039

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