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.

Check out the updated Fidelity Investment Options Guide.

Log in to Fidelity NetBenefits® to learn what these fee and fund changes mean for you.

Retirement Savings Check-Up

For many of us, retirement will last for 20 to 30 years. Maintaining your savings and investments throughout the retirement years takes planning.

• Make a budget to manage your spending and minimize non-essential purchases.
• Diversify your savings to protect yourself against market losses.

We can help. Contact a Financial Education Specialist. 

Ensure Continuous Income

Invest a portion of your savings in an income annuity for continuous income in retirement. An annuity can:

• Provide a steady stream of income for as long as you choose
• Guarantee income that can last your lifetime

We can help. Contact a Financial Education Specialist.

Availability of Individual Life Insurance and Annuity Products

Church Life Insurance Corporation is no longer offering new individual life insurance and annuity products. If you would like information about individual life insurance and annuity products, please contact your financial advisor.

As an alternative, you may also contact independent insurance agent Grace Longo, who worked for CPG for the past 12 years.

Grace Longo, ChFC^®, CLTC, RICP^®
Chartered Financial Consultant
856-238-1078
hello@financial-grace.com