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.
Check out the updated Fidelity Investment Options Guide.
Log in to Fidelity NetBenefits® to learn what these fee and fund changes mean for you.
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.
- 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.