Church 403b9

A retirement plan for your church. Full-service management so you can focus on your ministry.


Fully Serviced

We’ll handle all of the backend management of your church retirement plan.

We’ll take care of implementing new plans, converting existing plans, as well as all ongoing recordkeeping and custodial service requirements.


Investments

Your employees can invest on their own, or in the various models that we’ve built and manage.

Choose from over 25,000 securities to be included in your church’s retirement plan, or participants can invest in our managed portfolio models.


Education

Financial and retirement training resources at your employee’s fingertips.

Participating individuals will have access to plenty of resources to assist them in their quest for retirement.


Pricing

Service Fees

One-time setup fee: Starts at $2,000
Ongoing monthly fee: $230

Custody Fees

Annual management fee: 0.50%
Average fund fee: 0.07%

Our billing is flexible where we can either invoice the organization for all fees, or deduct all fees from the plan’s assets.