Educational Resources

Retirement Planning Tips for Plan Sponsors and Participants

For Plan Sponsors

Benefits of 403(b)(9) Retirement Plans for Churches or Church-Related Organizations

Are you an employer of a church? Find out why a 403(b)(9) retirement plan may be a better option than a 403(b) plan.

Why a 403(B)(9) Church Retirement Plan Is Generally Better Than a 401(K) Church Plan

Typically, 401(k) plans are used in the for-profit world and 403(b)(9) plans are strictly for churches or those with 501(c)(3) church status. However, there are 401(k) church plans. So which plan is best for your church?

ERISA and Non-ERISA Retirement Plans: What’s the Difference?

The retirement plan your organization offers is either ERISA or non-ERISA. And as a retirement plan fiduciary, it’s crucial that you know which category your plan is in.

Empowering Pastor’s Wives for Retirement and Beyond

Many pastor’s wives know little to nothing about their family’s financial situation. Our goal is to educate Pastor’s wives so they can confidently walk alongside their spouse in all financial matters.

Take Your Finances from Clutter to Clean

De-cluttering and organizing are necessary parts of life — especially if you want to eliminate stress and maximize productivity. So, what should you declutter? It could be anything from your home to your file drawers to yes, even your finances.

Practical Tips for Retirement Saving at All Life Stages

We’ve broken retirement planning strategies into three life stages (beginning, midway, and near retirement). However, before we get into these categories, it’s important to discuss the “heart” behind retirement.