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PlanAhead Online

For Clergy 

Welcome to PlanAhead for Retirement®, a retirement planning tool customized for Episcopal clergy participating in the Church Pension Fund.

How PlanAhead works

    1. Enter basic information about yourself (and your spouse, if appropriate) and your retirement savings.
    2. The program projects your retirement income needs, assuming they are equal to your final compensation plus the cost of medical insurance.
    3. It shows your projected income in retirement and estimates the percentage of your needs that income will cover.

Based on the results, you may want to explore the following sections:

  • Steps for Improving Your Plan.

    Suggestions for increasing your retirement income by saving more or earning more on investments.
  • Investment World.

    Help choosing a return rate for your pre-retirement investments and evaluate changes in your investments.
  • Advanced Inputs and Overrides.

    Lets you fit the model more closely to your situation.