The Clergy Advantage 403(b) Retirement Plan is as unique as you are.

Ministry professionals need the right kind of clergy retirement plan to enjoy tax-free distributions in retirement via the housing allowance regardless of their denominational affiliations. You have extraordinary opportunities in retirement. Keep Tax-Free Income for Life to help you achieve your goals and financial independence.

Where will you be in 20 years or when you retire?

With the Clergy Advantage Retirement 403(b) you can take your retirement plan and your housing allowance benefits with you wherever you go. Even if you leave ministry or separate service, it’s that simple. Enjoy expert coaching and guidance in every stage of life to make the most of your amazing benefits.

Features of the Clergy Advantage 403(b)

Ministers enjoy tax savings on distributions, tax-free growth on their investment and then can receive tax-free distributions for life.

Receive all of these benefits with investment guidance for ministers and options that fit your values.

Dramatic State, Federal & Social Security Tax Savings
Tax-free housing allowance distributions for ministers for life even if you leave the ministry
Expert coaching to use your benefits and housing allowance strategies
Portability so that your retirement plan goes where you go, even if you separate from service or leave the ministry altogether
No administration cost for the church
FDIC Insured & Structured Investment Options, World-class Money Managers and Values-based Options
Competitive Fees