Educational Resources

Retirement Planning Tips for Plan Sponsors and Participants

For Plan Sponsors

retirement plans for churches

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.

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For Plan Participants

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.