Educational Resources

Retirement Planning Tips for Plan Sponsors and Participants

For Plan Sponsors

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.

Is a 403(b) Retirement Plan Subject to ERISA or Non-ERISA?

There’s a federal law (called ERISA) that enforces standards for many retirement plans. But does it apply to 403(b) plans? Well, it depends.

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.

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?

What Should You Do When the Market Fluctuates?

If you’ve been investing money for any amount of time, you know the uneasiness you can feel when the markets are down. Thankfully, there are strategies to follow to make sure you’re set up for times like this.