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.

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?