Who We Serve

We offer 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 church retirement experts, we help your church create a retirement plan that’s not only competitive but thoughtfully tailored to the church’s unique needs. Then, we continually provide ongoing education, support, and one-on-one care for all participants.

I'm interested in a Church Retirement Plan

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.

I'm interested in a non-church plan