Skip to Main Content

November Board Meeting Update Read Full Press Release

Pension Fund of the Christian Church

Employer-Sponsored Retirement Products

Overview

As a church plan, Pension Fund is able to offer flexible and worry-free retirement options for employers and their employees. Our team of Area Directors will meet with you to discuss your needs and help you get started.

Individual Savings & Retirement Products

Overview

Whether you’re just starting out or closer to retirement, choose from a variety of products to help you reach your retirement and savings goals.

Program Applicants

Ministerial Relief & Assistance

Our relief programs meet the evolving needs of new, active, and retired clergy and their families to ensure all ministers and lay workers can enjoy a strong, smart, secure retirement.

Supporters & Donors

Make An Impact with a Donation

Your gifts and financial support helps ministry workers in need bridge the unexpected from now until retirement (and beyond).

Resources

Overview

Discover planning and educational tools & resources to help you navigate your financial wellness journey.

For Members & Clergy

For Members

Guides, factsheets and resources to aid you on the Road to Financial Wellness.

For Clergy

Clergy-specific resources to support your call to ministry.

For Employers

For Employers

Hiring tip sheets, tax guides and more to help you manage your employees' benefits.

Your Money Line

Pension Fund has partnered with Pete the Planner® to provide members with access to financial guides who will help answer your tough financial questions & online tools such as calculators and eLearning courses.

Stay Connected

News & Publications

Events

Pension Fund Insider Update

Connect with your Area Director and learn more about how Pension Fund can partner with you to create financial stability in an increasingly uncertain economy.

Employer-Sponsored Retirement Products

Overview

As a church plan, Pension Fund is able to offer flexible and worry-free retirement options for employers and their employees. Our team of Area Directors will meet with you to discuss your needs and help you get started.

Individual Savings & Retirement Products

Overview

Whether you’re just starting out or closer to retirement, choose from a variety of products to help you reach your retirement and savings goals.

Program Applicants

Ministerial Relief & Assistance

Our relief programs meet the evolving needs of new, active, and retired clergy and their families to ensure all ministers and lay workers can enjoy a strong, smart, secure retirement.

Supporters & Donors

Make An Impact with a Donation

Your gifts and financial support helps ministry workers in need bridge the unexpected from now until retirement (and beyond).

Resources

Overview

Discover planning and educational tools & resources to help you navigate your financial wellness journey.

Your Money Line

Pension Fund has partnered with Pete the Planner® to provide members with access to financial guides who will help answer your tough financial questions & online tools such as calculators and eLearning courses.

Good Experience Credits and Special Apportionments Announced

INDIANAPOLIS (February 27, 2015) - During their two-day board meeting, the board of directors of Pension Fund of the Christian Church (Disciples of Christ), Inc. approved a 3.5% Special Apportionment for all U.S. and Puerto Rico Pension Plan participants (active, inactive and retired), effective July 1, 2015, as well as Good Experience Credits, effective March 31, 2015:

  • Tax-Deferred Retirement Account (TDRA): 3.5%
  • Benefit Accumulation Account: 4%
  • Roth IRA Account: 2%
  • Legacy IRA Account: 2.5%

The board also approved a Special Apportionment for Additional Benefit Annuities of 3.5%, to be applied July 1, 2015.

Special Apportionments, unique to Pension Fund and the Pension Plan, are additional pension credits awarded to members based on review of reserves required for any future market adjustments. When reserves exist above what is required by policy, Pension Fund's board of directors may declare a Special Apportionment, awarded as a percentage of the accumulated pension credits in a Pension Plan member's account. The board reviewed credits and pensions available at Dec. 31, 2014, and approved this year's Special Apportionment.

Good Experience Credits provide extra interest earnings for Pension Fund's Tax-Deferred Retirement Accounts, Benefit Accumulation and Roth IRA accounts. This year's Good Experience Credits were awarded based on review of the average principal balance of these accounts in 2014.

Assets under management at Pension Fund grew to $3.02 billion in 2014.

Two new board members began their term of service with the Pension Fund: Brenda Cline of Fort Worth, Texas, vice-president and CFO of the Kimbell Art Foundation; and Rev. Thaddaeus Allen of Parkersburg W.Va., regional minister of the Christian Church in West Virginia.

Pension Fund of the Christian Church (Disciples of Christ) Inc. provides pension and retirement savings accounts for clergy and lay employees of congregations, regions, general ministries and church-related colleges and seminaries of the Stone-Campbell/Restoration Movement. Pension Fund manages over $3 billion in net assets on behalf of those serving in the United States, Canada, Puerto Rico and related international ministries.

###