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Retirement Tools & Resources

In addition to knowledgeable experts, we offer a number of tools and resources to help you plan for your retirement, including…

PlanAhead Online

laptopPlanAhead For Retirement® is a financial and retirement planning tool customized for clergy participating in the Clergy Pension Plan. This calculator:

  • Projects your retirement income needs.
  • Estimates the percent of your needs covered.
  • Allows you to revise your plan.

Finding a Financial Advisor

It can be difficult to find someone you trust with your money. For help download CPG's Tips for Researching a Financial Advisor.

Retirement Spending Calculator

Are you saving enough for retirement? If you are near retirement, our Retirement Spending Calculator will help you:

  • Create a spending budget for your retirement.
  • Estimate how long your savings will last.


Retiree Housing and Care Facilities

You may wish to explore opportunities to live in retiree housing and care facilities with a connection to the Episcopal Church. Our Retiree Housing Locator can help you find facilities in your area.

Financial Planning Worksheets

Our library of financial planning worksheets can help you create a budget and set financial goals.


Unless otherwise noted, websites referenced herein that are outside the www.cpg.org domain are not associated with The Church Pension Fund and its affiliates (collectively, the Church Pension Group) and the Church Pension Group is not responsible for the content of any such websites.