You need a Retirement Plan for Ministers

The Clergy Advantage® 403(b) is powerful and portable.

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.

Work with Clergy Financial Specialists who are uniquely qualified to help you use your amazing clergy advantages – now and throughout retirement.

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
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 & Coaching 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

Get the facts from retirement experts that know your benefits.