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.
11 Questions You Should Ask Plan Sponsors Before Choosing a Retirement Plan for Your Church
Need help evaluating retirement plans for your church? Here are 11 questions you should ask every plan sponsor you talk to.
Church Retirement Plans: Why 403(b)(9) Plans Are Best 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.
For Plan Participants
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.
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.
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.