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Are Your Legally Mandated Oversight Requirements Being Met?

Are Your Legally Mandated Oversight Requirements Being Met?

by Taylor Johnson | Apr 17, 2020 | Plan Administration

The IRS 403(b) regulations require that Plan Sponsors provide oversight and be actively engaged in the plan’s operation and delivery. In order to operate and maintain a plan, you must follow the terms of the plan.One of the key themes behind the Internal Revenue Code...
Bible Verses About Money and Stewardship

Bible Verses About Money and Stewardship

by Taylor Johnson | Apr 16, 2020 | Participant Resources, Retirement

What Does the Bible Say About Money and Stewardship? Did you know that there are roughly 2,350 verses concerning money in the Bible? That’s almost twice as many as verses about faith and prayer combined. Jesus had a lot to say about money: Nearly 15% of...
How Do You Know if You’re Ready for Retirement?

How Do You Know if You’re Ready for Retirement?

by Taylor Johnson | Apr 16, 2020 | Participant Resources

If you’re nearing retirement age, you’re probably starting to wonder what you need to do to make sure you’re financially prepared. Is the amount of money you’ve saved over the years enough to sustain you for 20 or 30 years?Here are some steps you should take before...
Bible Verses About Money and Stewardship

Understanding the critical differences between Faith-Based and Secular Retirement Plans

by Taylor Johnson | Apr 7, 2020 | Plan Selection

The subject of retirement plans tends to be so overwhelmingly ”secular” that little thought has gone into this subject. Is there even such a thing as a faith-based retirement plan? And if there is, what does it look like and how is it different from a secular...
Why Ministries Should Consider a 403(b) Plan

Why Ministries Should Consider a 403(b) Plan

by Taylor Johnson | Apr 6, 2020 | Plan Selection

403(b) Plans for Christian MinistriesToday 403(b) retirement plans provide significant benefits and advantages for ministries.A 403(b) plan is a retirement plan is typically established for employees of public schools, employees of...
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