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You need a Retirement Plan for Ministers

The Clergy Advantage® 403(b) is powerful and portable. Talk to financial advisors who are uniquely qualified to provide clergy-specific financial strategies. You’ll see the potential  your clergy advantages have to help you achieve financial independence. 

Enjoy state, federal, and social security tax savings on contributions, grow the money  tax-free then receive tax-free distributions for life. And that’s only the beginning.

Keep your housing allowance benefits with the Clergy Advantage  403(b) no matter where you go even, if you leave the ministry.

The Clergy Advantage 403(b) offers more to ministers.

  • Portability Keep your plan & benefits even if you change jobs or leave the ministry.
  • Personal Coaching. Clergy specific strategies  to help you achieve financial independence faster with tax-free income for life.
  • Guaranteed Interest & Structured Investment Options
  • Roth Option
  • Extremely Low Fees or No Fees in some cases
  • World Class Money Managers
  • Over 100 funds with sector control 
  • Reduced Administration costs for organizations.  Administration of the plan is the responsibility of  the plan sponsor not your church.
  • State, Federal & Social Security Tax Savings Try our retirement calculator to see the difference
  • Diversification for our denominational partners 
“They say what you don’t know can’t hurt you. Wrong! What I didn’t know about my financial situation hurt me a lot.”
Tim Buchanan
Spring Valley Chapel

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