Who We Serve
Retirement plans for churches and faith-based organizations
Churches
We provide 403(b)(9) church retirement plans designed specifically for the needs of churches. There are many benefits when using a 403(b)(9) plan, such as the minister’s housing allowance and fewer administrative requirements.
As experts in this field, we help churches set up and understand their plan. Then, we provide ongoing education, support, and personal connections to all participants.
Ministries and organizations with 501(c)(3) status
We also provide plans for non-church organizations with 501(c)(3) status. This can be anyone from schools and radio stations to rescue missions and food banks. For these organizations, we offer 403(b) and 401(k) plans.