clergy advantage logo basic
clergy advantage logo basic

Open a Clergy Advantage 403(b) Account Today

Welcome to the Clergy Advantage 403(b)!  Don’t hesitate to contact us for help with opening your account or designing your personal retirement plan.

Complete the secure form below and you will be able to access your account online in about 48 hours. It generally takes a few days to setup for funding. Once you see “Congratulations!” nothing else is required. We’ll be in touch with funding instructions and next steps.

Online Enrollment Tips

  • You must use a street address for the application. You can still have mailings sent to a PO Box.
  • To choose a beneficiary other than a spouse: have the name, date of birth and Social Security number of the person available. If you leave it blank, your spouse will be the beneficiary.
  • You will be asked for a starting allocation. This amount can always be changed later online or with the help of your advisor. You can pick your funds or choose 100% of your contributions to go into a Conservative, Moderate or Aggressive fund option or the Target Date Retirement account option.
  • Ministry-specific advice and coaching is the hallmark of this plan. Schedule a discussion anytime to personalize your plan and maximize your unique retirement opportunities with clergy-specific strategies.
  • You'll be prompted through the electronic signature process at the end of the enrollment form to complete the process. Congratulations, we look forward to helping you maximize your retirement opportunities!

Call 970.667.5819 for help or questions.

If you have allocation or financial planning questions call the number above or contact us here to schedule with a financial advisor.

For your convenience, click the blue button ONLY if you wish to access existing retirement or investment accounts that are already active and open.

Click here to access your active (open) accounts at Equitable.com

Participant Information

  • Participant Information

    Please complete this form in a browser other than Microsoft Edge.

  • Church/Employer Information

  • This field is for validation purposes and should be left unchanged.

clergy advantage logo basic

Church & Clergy Alliance
P.O. Box 272
Loveland, CO 80539
Phone: 970-776-1376
Fax: 970-663-4950

© 2024 Church and Clergy Alliance | All Rights Reserved.
clergy advantage logo basic

Church & Clergy Alliance
P.O. Box 272
Loveland, CO 80539
Phone: 970-776-1376
Fax: 970-663-4950

© 2024 Church and Clergy Alliance | All Rights Reserved.

Before Enrolling on Our Website...

If you are enrolling in the Clergy Advantage 403(b) for the first time, disregard this message and continue with the enrollment form on your screen at churchandclergyalliance.org.

Click Here to Continue your NEW 403(b) Enrollment

For your convenience, you may click on the blue button ONLY if you wish to access existing retirement or investment accounts that are already active and open.

Click here to access your active (open) accounts at Equitable.com