facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

403(b)(9) Plan:

 The 403(b)(9) church plan is a defined contribution plan specifically designed for church organizations.

You may have heard of the 403(b) plan, but this sub-section 403(b)(9) plan has a distinct benefit specifically for ministers. Similar to the ministers housing allowance while working, a minister can make withdrawals from their 403(b)(9) as a housing allowance at retirement. Participants can choose for the money to grow in a pre-tax investment using the traditional side of the plan, or a post-tax investment using the Roth side of the plan. 

You can expect us to see the University Church of Christ ministry team every 6 months. During these visits, we want to truly connect with your team, as well as provide relevant, educational information to various financial topics. These topics include: market updates, use of the 403(b)(9) website and mobile app, and financial wellness for your team.  

We are more than happy to go over any questions or concerns from the participants and plan administrations.