Tips for Rolling Over Funds to Pension Fund
Rolling your retirement funds into a Pension Fund account will help ensure your money is there when you need it.
ROLLOVER ADVANTAGES:
- Client Relations Team Member assigned to your accounts
- Fees never deducted from your account balance
- Spouse eligibility for IRAs and savings products
- Competitive base rates
- Eligibility for Good Experience Credits
GOOD FOR SOMEONE WHO:
- Wants to consolidate accounts with a trusted provider
- Has a low tolerance for market volatility
- Is nearing their retirement date
- Wants to take advantage of additional interest earned through Good Experience Credits
Download the Resource:
Related Resources
DEBA at the Table: Episode 2 | Rev. Lori Tapia
Rev. Gabriel Lopez recently spoke with Rev. Lori Tapia, National Hispanic Pastor for the Disciples of Christ (Christian Church), about the impact of DEBA programs on Obra Hispana.
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.
Housing Allowance
Housing allowance, sometimes known as a parsonage allowance, is a federal tax benefit for ministers and retired ministers. Learn how to utilize this benefit.