Educational Resources

Retirement Planning Tips for Plan Sponsors and Participants

For Plan Sponsors

How Much Are Your Retirement Plan Fees Really Costing You?

Do you know how much your plan fees are costing you? As the plan sponsor, it’s your fiduciary responsibility to make informed decisions about your retirement plan.

Is a 403(b) Retirement Plan Subject to ERISA or Non-ERISA?

There’s a federal law (called ERISA) that enforces standards for many retirement plans. But does it apply to 403(b) plans? Well, it depends.

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 an IRA might be a smart choice for your retirement savings

When it comes to building a strong financial future, your workplace retirement plan is a great start—but it’s not the only tool available. An IRA can help you save even more, with flexible options and tax advantages that could make a big difference over time.

Your Social Security Benefit Questions Answered (Plus, An Extra Tip for Pastors)

Here’s what you need to know about social security benefits. Plus, some advice for pastors who are thinking about opting out of social security.

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.