Helping Your Employees Make Retirement Possible
Pension Fund offers the below employer-sponsored retirement savings products for clergy and lay employees of congregations, regions, general ministries, and church-related colleges, seminaries, and organizations. If interested, please contact your Client Relations team member to complete the necessary agreement(s)*.
Our Employer-Sponsored Products
An employer-sponsored defined benefit plan, the Pension Plan guarantees a monthly retirement benefit for your employee's lifetime (and their surviving spouse’s lifetime).
Tax-Deferred Retirement Account 403(b)/Roth 403(b)
The Tax-Deferred Retirement Account 403(b)/Roth 403(b), also known as the TDRA 403(b)/Roth 403(b), is a defined contribution employer-sponsored retirement savings plan that allows flexible participation on a pre-tax basis and/or on a Roth (after-tax) basis to save for retirement. By contributing to a 403(b), participants are able choose a savings strategy that fits their plans for retirement based on how they want to be taxed, now or later.
The 457(b) Plan* is a deferred compensation plan that allows maximum flexibility to design eligibility and contribution terms for employees. With the 457(b) Plan, employers can attract and retain top talent and/or supplement existing retirement programs, such as the Pension Plan and Tax-Deferred Retirement Account (TDRA).
*Eligible employers include: colleges, universities, seminaries, benevolent care centers, and non-steeples.
*All participating organizations that want to offer an employer-sponsored product, must have a completed participation agreement and for the 457(b) Plan an adoption agreement.
Saving for the Planned (and Unplanned) Things in Life
Unexpected expenses can arise taking your employees off track. Pension Fund is committed to serving your employees and their spouses/qualified domestic partners with additional options to save for a rainy day or to proactively plan for retirement. In addition to our employer-sponsored products, Pension Fund offers three additional products that will help employees meet their savings goals. Click the below links to learn more:
View Enrollment Resources:
To help get your employees started, you can contact your Client Relations team member, who will help your employee get access to our Member Portal for secure online enrollment OR you can download the enrollment forms below.
Enroll in Product- Pension Plan
Enroll in a Product - 457(b) Plan
Enroll in a Product- TDRA 403(b)/Roth 403(b)
From contribution limits to how to submit contributions & deposits, find helpful tools and resources to help you manage your employee benefits.
If you have 10 or more employees, you can request access to the Employer Portal through your Client Relations team member.
If you already have access, click below to log in.