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clergy advantage ministers retirement plan

The Clergy Advantage 403(b) is a unique retirement plan because you have unique benefits.

The Clergy Advantage® 403(b) is powerful and portable so you can enjoy tax-free money for life. Because it’s not only about retirement, it’s about using your amazing benefits to write your own story. 

Unlike secular retirement plans, you can keep your housing allowance benefits no matter where you go even, if you leave the ministry. Enjoy state, federal, and social security tax savings on contributions, grow the money  tax-free then receive tax-free distributions for life. But that’s only the beginning.

With the Clergy Advantage 403b, you have the opportunity to work with Clergy Financial Specialists who are uniquely qualified to help you use your amazing clergy advantages in a variety of situations like planning the  purchase of a home, making home repairs or upgrades and a lot more. It really pays to have a clergy financial specialist in your corner – and it’s always free for participants.

What the Clergy Advantage 403(b) can do.

The whole story about church retirement plans.

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 use your amazing opportunities.
  • 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 and values based options. 
  • 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 Use our retirement calculator for ministers to see the difference. 
“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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