Educational Resources
Retirement Planning Tips for Plan Sponsors and Participants
For Plan Sponsors
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.
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.
For Plan Participants
5 Habits of a Successful Investor
Is investing important to you…yet you’re feeling extremely under qualified every time you make an investment decision? Find 5 strategies that some of the most successful investors use.
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.
Top Conversations You and Your Spouse Should Be Having Before Retirement
Discussing your future retirement with your spouse is critical if you want a happy, healthy retirement. Unfortunately, this topic can create tension. Here’s how to have a healthy retirement conversation with your spouse.
More Resources
6 red flags to be aware of when working with retirement plan providers
Are you starting to question the validity of your retirement plan provider…or some of the ones you’ve recently talked to?
Sign up for our 6-part email series to learn about plan provider gimmicks and ploys you should look out for.