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Planning for Retirement Overview

Planning for Retirement

New Recordkeeping Fee Structure for DC Plans

Restructured fee arrangement for The Church Pension Fund DC retirement plan(s) effective January 1, 2019.  For more information, view the full notice here. (You will need to sign into Fidelity NetBenefits to view the notice)


PlanAhead For Retirement® Calculator

The PlanAhead online calculator has been updated to include the new Clergy Pension Plan revisions. The revised calculator also allows bi-vocational clergy to include salary and benefits they may earn through a secular position as well as through their position in the Episcopal Church.

Use our PlanAhead For Retirement® calculator to:

  • See if your financial plan is on track for retirement.
  • Learn ways to improve your plan.
  • Make more educated decisions about your investments.


Let's Talk About Your Financial Future

Whether you’re years from retirement or thinking of retiring in the near future, we can help you plan for financial security. Our complimentary discussions will help you:

  • Review your retirement needs and goals.
  • Understand your benefit choices.
  • Develop a financial plan.

Email us   to schedule a discussion.