Educational Resources
Retirement Planning Tips for Plan Sponsors and Participants
For Plan Sponsors
Housing Allowance: A Big Tax Break for Ministers
Are you a minister? Then you may be eligible for a big tax break. Find out more about the Housing Allowance and if you qualify.
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.
For Plan Participants
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.
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.
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.