Planning for Retirement

Planning for Retirement

Changes to the Workplace Retirement Savings Plans

Good news! The annual recordkeeping fee for The Episcopal Church Lay Employees’ Defined Contribution Retirement Plans (Lay DC Plans) and The Episcopal Church Retirement Savings Plan (RSVP) was further reduced. We’re also replacing some of the investment options offered through these Plans.

Log in to Fidelity NetBenefits® to learn what these fee and fund changes mean for you.

Information was provided by The Church Pension Fund. Fidelity Investments is not responsible for its content.

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.