Educational Resources
Retirement Planning Resources for Plan Sponsors
Why 403(b)(9) Plans Are Ideal for Churches
403(b)(9) retirement plans are defined contributions plans designed for the specific needs of churches or those with 501(c)(3) church status. This means that there are a few distinctions that make the 403(b)(9) retirement plan ideal for churches.
The Main Differences Between a 403(b) and a 403(3)(b)(9) Retirement Plan
If you’re an organization with 501(c)(3) status, there are two top retirement plans that you may want to consider: a 403(b) and a 403(b)(9). Discover which option is best for you.
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.
Housing Allowance: A Big Tax Break for Ministers
Are you a minister? Then you may be eligible for a big tax break. Find out more about the Housing Allowance and if you qualify.
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.
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.