The Clergy Advantage 403(b) Retirement Plan is Unique Because Your Benefits Are
Retirement benefits and options are so different for ministers. You need a clergy retirement plan that allows you to save state, federal and Social Security tax on contributions, grow the money tax-free and then provide tax-free distributions through your housing allowance. And that’s only the beginning with qualified clergy specialists in your corner.
Over 100 funds with sector control to personalize your investment
Reduced Administration costs. Administration of the plan is the responsibility of the plan sponsor not your church, further reducing costs and hassles.
Educational Resources & Personal Coaching to make the most of opportunities. Discover the right clergy strategies to help you achieve financial independence.
The Clergy Advantage 403(b) is Portable
Portability means keeping your Housing Allowance distributions for Life. The Clergy Advantage 403(b) Retirement Planallows a minister to remain in the plan and keep housing allowance distributions even if you separate service, take another position or leave ministry altogether. That’s pretty good news, but that’s not all.