by Taylor Johnson | Jan 19, 2021 | Retirement
A 403(b) retirement plan:Is typically established by not-for-profit 501(c)(3) employers, hospitals, self-employed ministers, and public education organizations. Allows eligible employees to make salary reduction contributions into the plan on a pre-tax and/or...
by Taylor Johnson | Oct 7, 2020 | Plan Selection
What is a Faith-Based Retirement Plan?A faith-based retirement plan supports those who want to wisely steward the money God has given them and invest it wisely so that it can be used in future ministry retirement years. A faith-based retirement plan provides...
by Taylor Johnson | Apr 28, 2020 | Retirement
Roth IRAs and 403(b)sRoth IRAs are retirement plans that can be used by anyone while Roth 403(b)s are retirement plans that are offered by the employer.While there are no income restrictions for those who can contribute to a Roth 403(b), a Roth IRA does have income...
by Taylor Johnson | Mar 23, 2020 | Retirement
What are ERISA PlansERISA organizations are subject to the rules put into effect by The Employee Retirement Income Security Act of 1974 (ERISA). This is a federal law that is intended to provide protection to participants in a retirement plan by identifying reporting...
by Taylor Johnson | Mar 15, 2020 | Plan Selection
What is a Church Retirement Plan?A Church Retirement Plan, or a 403(b)(9) Plan, is designed for the unique needs of a church or those with 501(c)(3) church status. All Church Plans are considered Non-ERISA, which do not involve employer contributions and do not need...
