Welcome to PlanAhead for Retirement®, a retirement planning tool customized for Episcopal clergy participating in the Church Pension Fund.
How PlanAhead works
- Enter basic information about yourself (and your spouse, if appropriate) and your retirement savings.
- The program projects your retirement income needs, assuming they are equal to your final compensation plus the cost of medical insurance.
- 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.

