Pension Fund is Named at Top Workplace for 2023 Read About the Award

Pension Fund is Named at Top Workplace for 2023

Read About the Award

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

Excellence in Ministry

Get Started

MRA Program FAQs

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

2023 Pension Fund Insider Update

Please join us as we share helpful insights into pastoral wellness, retirement planning and more.

The Gathering 2024

Save the date for the next Gathering. We will be in Washington D.C. Sept 3-5.

General Assembly 2023

Find our recap and connect with the Client Relations team.

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 Excellence in Ministry

Get Started

Apply Now MRA Program FAQs

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

2023 Pension Fund Insider Update The Gathering 2024 General Assembly 2023 Calendar of Events

The Pension Fund Advantage Mission & Values Our Team History Who We Serve Contact Us

English Spanish Canadian

Member Portal Login Employer Portal Login

Meet with My Client Relations Team Member

Have questions? Ready to enroll in a new product?

Get your questions answered. Simply click on their name below to fill out a form that notifies your Client Relations team member of your desire to connect with them. If you aren't sure who your Client Relations representative is, click below to view our map.

View Client Relations Map

REGIONS: Pacific Southwest, Arizona, Northern California/ Nevada, Oregon/Southwest Idaho, Central Rocky Mountain, Northern Lights

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REGIONS: Kentucky, Illinois/ Wisconsin, Mid-America, Michigan, Upper Midwest, Greater Kansas City, Kansas, Nebraska

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REGIONS: Indiana, Ohio, Pennsylvania, West Virginia, Northeast, Puerto Rico

Sirviendo a miembros de habla hispana en todas las regiones.

Connect with Raquel Collazo

REGIONS: Florida, Great River, Tennessee, North Carolina, the Capital Area, Virginia

Connect with Matt Shears