Q3 Interest Rates Announced; 457(b) Plan and IRAs Increase to 4.0% Read the Full Press Release

Q3 Interest Rates Announced; 457(b) Plan and IRAs Increase to 4.0%

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

Active and Retired 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

For Members & Clergy

View All Member & Clergy Resources

Explore dedicated resources tailored for both members and clergy, offering educational articles, guides, factsheets, and tools to support your financial wellness and ministry journey.

Learn To Live

Learn to Live is your confidential, 24/7 companion for mental wellness—designed specifically for active clergy and their families (ages 13+). Ministry is a calling filled with purpose, but it can also bring stress, sleeplessness, anxiety, and emotional fatigue.

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.

For Employers

View All Employer Resources

A curated collection of guides, tools, articles, and videos tailored to support your role in administering benefits and fostering financial wellness within your organization.

Stay Connected

News & Publications

The Bridge Magazine

Events

Week of Ministry

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 Active and Retired Clergy Retired Clergy Cornerstones

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

For Members & Clergy

View All Member & Clergy Resources

Learn To Live

Learn to Live is your confidential, 24/7 companion for mental wellness—designed specifically for active clergy and their families (ages 13+). Ministry is a calling filled with purpose, but it can also bring stress, sleeplessness, anxiety, and emotional fatigue.

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.

For Employers

View All Employer Resources

Stay Connected

News & Publications

News The Bridge Magazine Annual Report

Events

Week of Ministry Calendar of Events

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

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Housing Allowance Resources

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Housing Allowance for Ministers and Retired Ministers

A housing allowance, also known as a parsonage allowance, is a tax benefit available to eligible ministers in the United States. It can allow ordained clergy to exclude a portion of their income used for housing expenses from federal income tax.

Download Housing Allowance Resources

Housing Allowance Worksheet Download Housing Allowance Information For Retired Ministers Download

Related Resources

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Medicare Decoded: Your Guide to Smart Health Coverage

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Individual Retirement and Savings Tools You Need to Know

Your Money Line breaks down the importance of individual savings tools as you prepare for retirement.

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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.