PlanAhead for Retirement®
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Want to know how much income you will need in retirement, and how to plan and save for it?
- See if your retirement plan is on track
- Model how your retirement income changes as you change the options
- Learn how to improve your retirement plan
- Make more educated decisions about your investments
About This Tool
Enter some basic info about yourself (and your spouse, if appropriate). Advanced Inputs and Overrides help personalize the PlanAhead tool to closely model your individual situation. The tool also projects how much income you will need and what costs your projected income will cover. Watch and learn!
Information Used
» Estimated benefits calculated using the new Church Pension Fund (CPF) Clergy Pension Plan and the Lay Employee Defined Benefit Pension Plan revisions
» Salary and benefits you earn
» Income from any savings and investments
» Your expected retirement income (from your pension, Social Security, etc.)
» How much income you will need and what costs your projected income will cover
Retirement Tools & Resources
We offer a number of Tools and Resources to help you plan for, and manage your retirement, including…
- Retirement Spending Calculator: Are you saving enough for retirement?
- Webinar Workshops
- Financial Planning worksheets
For a complete list of our Retirement Tools & Resources, visit your section of the website:
Active Clergy
Retired Clergy
Seminarians
Active Lay Employees
Retired Lay Employees
Got Questions
If you have questions about taking the next step toward a secure retirement
Contact: Laurence Dresner
Telephone: (800) 223-6602 ext.1803
Email: ldresner@cpg.org.
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