Q4 Interest Rates Announced | BAA Interest Rate Increased to 4% Read the Full Press Release

Q4 Interest Rates Announced | BAA Interest Rate Increased to 4%

Read the Full Press Release

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.

Products

Tax-Deferred Retirement Account 403(b)/Roth 403(b)

Product Resources

Compare Products

Brochures and Member Resource Books

Product Returns

General Product FAQs

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.

Products

Traditional IRA

Benefit Accumulation Account

Product Resources

Compare Products

Brochures and Member Resource Books

Product Returns

General Product FAQs

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.

Programs

New & Active Clergy

Get Started

MRA Program FAQs

Read Our MRA Brochure

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).

Learn

Programs & Impact

Visit with Our Staff

Give

Ways to Support

Join the Chase Society

Resources

Overview

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

For Members & Clergy

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

Clergy-specific resources to support your call to ministry.

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

Retirement Readiness Seminars

Ready to retire soon? Attend this seminar and get answers to common retirement questions to help you prepare for the next step.

The Gathering 2024

Register now to attend The Gathering. We will be in Washington D.C. Sept 3-5.

Calendar of Events

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.

Products

Pension Plan Tax-Deferred Retirement Account 403(b)/Roth 403(b) 457(b) Plan

Product Resources

Compare Products Brochures and Member Resource Books Product Returns General Product FAQs

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.

Products

Traditional IRA Roth IRA Benefit Accumulation Account

Product Resources

Compare Products Brochures and Member Resource Books Product Returns General Product FAQs

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.

Programs

New & Active Clergy Retired Clergy

Get Started

Apply Now MRA Program FAQs Read Our MRA Brochure

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).

Learn

Programs & Impact Testimonials Visit with Our Staff

Give

Ways to Support Give Now Join the Chase Society

Resources

Overview

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

For Members & Clergy

For Members For Clergy

For Employers

For Employers

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

Blog News Publications

Events

Retirement Readiness Seminars The Gathering 2024 Calendar of Events

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Important Tax Time Reminders

If you're planning to withdraw funds from your TDRA 403(b)/Roth 403(b), IRA, or BAA to pay your 2022 tax bill, here's what you need to know:

To guarantee a deposit in your account by April 18*, please submit your request for withdrawal online via the Member Portal or paper form no later than 12 p.m. EDT on April 12.
If that deadline is missed, the only way to guarantee funds by April 18 is via wire, which is accompanied by an additional transfer fee.
Account transfers can now be made within the Member Portal: click here to log in, otherwise deposit and withdrawal forms can be found on our Forms Page.

*Please visit the IRS website for information about IRS tax extensions including varying state tax filing deadlines.

Pension Fund’s Member Relations team is available to answer questions regarding forms or other tax reporting documents by phone at 866.495.7322 or e-mail at pfcc1@pensionfund.org.

Please remember that we are not able to provide tax or legal advice. For clergy, we do provide a free tax resource: 2023 Minister's Tax & Financial Guide on our website for completing your 2022 taxes. If you have questions about qualified deductions or filing, please consult a tax professional.