Design a New Retirement Plan
Tailored for Your Ministry

Easily Build a New Retirement Plan Proposal for Your Church or Organization.

Welcome to the first step in setting up and learning more about a retirement plan for your ministry. You will be guided through a few questions about your Church or Organization. Shortly after you complete the online form, you will receive a custom proposal and presentation material to share with your leadership team.

If you’re looking for help with setting up a church retirement plan and would like to speak with our friendly team, call us at (888) 879-1376. Below, you can also find some additional plan creation resources.

Resources for Retirement Planning:

Understanding the components of Retirement Plan Expenses:

Church Retirement Plans – 403(b):