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.

Empowering Pastor’s Wives for Retirement and Beyond

Many pastor’s wives know little to nothing about their family’s financial situation. Our goal is to educate Pastor’s wives so they can confidently walk alongside their spouse in all financial matters.

Estimate How Much You’ll Need to Save for Retirement with These Easy-to-Follow Strategies

Saving for retirement is probably one of the biggest financial goals people will make in their lifetime. Yet, more and more people are woefully underprepared for those later years. In fact, a recent survey estimates that a whopping 64% of Americans are not prepared to retire.

5 Strategies to Help You Discover Your Purpose in Retirement

Putting money away for retirement is so much more than just being financially secure. When you discover your goals and dreams for retirement, saving actually becomes exciting and something you want to do, not just need to do.