Employers

Empowering Your Mission: Learning & Resources for Employers
Whether you are a new employer partner or have supported your employees through Pension Fund for years, this space is designed to help you navigate your responsibilities with clarity and confidence. Here, you will find a curated collection of guides, tools, articles, and videos tailored to support your role in administering benefits and fostering financial wellness within your organization.
At Pension Fund, we believe that caring for those who serve begins with equipping those who support them. From onboarding and enrollment to compliance and communication, our resources are built to help you manage your responsibilities efficiently—so you can focus on your mission.
Explore content by topic or format—from step-by-step user guides and downloadable forms to best practices and external tools—each designed to help you stay informed, empowered, and connected.
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Providing Quality Retirement Savings for All Who Serve
At Pension Fund our vision is that every Stone-Campbell (Restoration) movement pastor and lay employee will enjoy a strong, smart, and secure retirement.

Member & Beneficiary Resource Guide
A practical guide to help you and your loved ones understand your Pension Fund benefits, plan for the future, and document essential information for when you should pass.

Tips for Rolling Over Funds to Pension Fund
A quick, clear guide to help you move retirement funds with confidence. Learn the difference between rollovers and transfers, avoid penalties, and take control of your financial future.

Stewarding Member Investments: A Look at Special Apportionment Credits and Good Experience Credits
Curious how Pension Fund shares investment success with members? Learn about Special Apportionment Credits (SAC) and Good Experience Credits (GEC)—two powerful ways we reward long-term growth while protecting your retirement. Discover how our unique approach helps ensure a strong, smart, and secure future for you.

Cultural Stigmas Around Finances
Our Director of DEBA shares some insights into how different cultures view the relationship between money and shame.

Meet the Client Relations Team | Rev. Matt Shears
Get to know the Pension Fund Client Relations team as we head to General Assembly this year. Be sure to book an appointment to get all of your product questions answered.

Meet the Client Relations Team | Rev. Jonathan Beckham-Brink
Get to know the Pension Fund Client Relations team as we head to General Assembly this year. Be sure to book an appointment to get all of your product questions answered.

Meet the Your Money Line Financial Guides: Tyler West
Introducing another Your Money Line Financial Guide. Read how Tyler's experience as a first-generation college student created a passion to support the financial needs of others.

Meet the Client Relations Team | Raquel Collazo
Get to know the Pension Fund Client Relations team as we head to General Assembly this year. Be sure to book an appointment to get all of your product questions answered.
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