Educational Resources

Retirement Planning Tips for Plan Sponsors and Participants

For Plan Sponsors

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.

Why a 403(b) Retirement Plan May Be the Best Option for Your Organization

Are you an employer of a school, university, church, camp, rescue mission, hospital, or a 501(c)(3) charitable organization? If you answered yes, then you may want to consider a 403(b)retirement plan. Here’s why.

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.

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.

5 Practical Tips to Boost
Your Retirement Savings

Will you have enough saved for retirement? Here are 5 strategies you can start implementing now to ensure you’re on track to retirement comfortably.

Should You Consider Biblically Responsible Investing for Your Retirement Plan?

More and more people are realizing that their investments directly support companies that may or may not align with their beliefs. So, if those companies or funds are endorsing practices or behaviors they’re adamantly against, then many consider it a problem. As a Christian, what does this mean for you?