Make the Most Out of Social Security

by Laurence Dresner, ChFC

It will be one of your major sources of retirement income. Yet you might not know how to maximize your benefit, or what would reduce it. April is Social Security month. Learn the basics now.

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Articles in This Issue

Three Reasons to Schedule Your Annual Physical Exam

By Krishna Dholakia, MS, RD, CDE, CDN

No one loves getting a physical, and it only takes place annually. But learn why it’s one of the smartest things you can do to stay well.

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The Key to Well-being in Retirement? Other People.

By Linda Trum LICSW, Ph.D.

More and more, our American culture fosters social isolation over meaningful personal relationships—relationships that become even more critical as we get older. What can we do? Here is some advice.

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Accessing Your Health Plan on the Go

Yes, there’s even an app to make it easier to find doctors and facilities, review your coverage, track claims, access your ID card (even email or fax it), and much more. Get the app for your plan.
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Book Look

Living the Way of Love

Spring! — A time to start new projects, think new thoughts, and form new practices for seeking and finding a deeper connection to God. In Living the Way of Love, Mary Bea Sullivan shares stories to help you explore what you could be doing.

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Health Recipe

Zucchini Veggie Frittata

Get a little Spring in your step with this protein-rich recipe that showcases fresh eggs, peppers, mushrooms, and zucchini.

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Important Information

April is Financial Literacy Month!

Knowing financial basics will help you to make smarter money management decisions. So while it may be Financial Literacy Month, the Church Pension Group would like to remind you that year-round, we offer education and resources to help you achieve your financial goals. Here are some good ways to improve your financial literacy:

Why not take a look at CPG’s Learning Center? It’s a great way to start increasing your financial know-how.

Did You Know?

The Annual Statement (sent to all clergy and lay participants in a defined benefit plan who may be entitled to, but are not yet receiving, pension benefits) includes your accrued pension, a figure that represents the amount that you have currently earned under the plan (assuming that you retire on or after age 65). In addition, if you are an active participant, the Annual Statement shows your estimated annual retirement benefit payable at age 65 (or later), assuming that you continue to earn your current compensation and Credited Service up to age 65.

This material is provided for informational purposes only and should not be viewed as investment, tax, or other advice. It does not constitute a contract or an offer for any products or services. In the event of a conflict between this material and the official plan documents or insurance policies, any official plan documents or insurance policies will govern. The Church Pension Fund (“CPF”) and its affiliates (collectively, “CPG”) retain the right to amend, terminate, or modify the terms of any benefit plan and/or insurance policy described in this material at any time, for any reason, and, unless otherwise required by applicable law, without notice.

This material is not a substitute for professional medical advice or treatment. CPG does not provide any healthcare services and, therefore, cannot guarantee any results or outcomes. Always seek the advice of a healthcare professional with any questions about your personal healthcare, including diet and exercise.

Neither The Church Pension Fund nor any of its affiliates (collectively, “CPG”) is responsible for the content, performance, or security of any website referenced herein that is outside the domain or that is not otherwise associated with a CPG entity.