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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)


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.


Will You Have Enough?

Your pension, plus Social Security, may not be enough for you to retire as comfortably as you may wish. What can you do today to plan for a secure financial future?