Employee Resources
Do you know where your money goes?
Budgeting Step-by-Step eLearning course can help you focus on meeting your financial goals.
Understanding the Clergy Housing Allowance Exemption
Clergy may be allowed to exclude some or all of their housing expenses from U.S. federal income tax. Learn more about this important tax exclusion.
Understanding Your benefits learning module for lay employees
Understand the financial and healthcare benefits available to support plan participants and assist with their goals for a comfortable retirement.
Clergy Pension Plan learning module
A good understanding of The Church Pension Fund Clergy Pension Plan and related plans may help you make the right decisions today for your benefits in the future.
Retirement savings webinar workshops
Workshops from Fidelity help you identify and prioritize savings goals, understand social security, and maintain financial health.
Facing Dementia learning module
How does dementia impact your life? If you are caring for a loved one suffering from an age-related cognitive disease, you may feel the impact daily.
Request a financial discussion
As a cleric or lay employee of The Episcopal Church, you’re entitled to complimentary discussions with our financial education specialists.
5 years to retirement learning module
This multi-part course offers easy-to-understand information on finance and health for anyone planning to retire in five years or less.
Beneficiary Resources
Information for common questions and important tasks for the coming year following a loss.