Retirement Tools & Resources

We offer a variety of tools and resources to help you manage your retirement, including…

Retirement Spending Calculator

A Retirement Spending Calculator to help you estimate how long your savings will last and create a budget.

Retiree Housing and Care Facilities

As a retired clergy member, you are eligible to live in retiree housing and care facilities with a connection to The Episcopal Church. Our Retiree Housing Locator can help you find facilities in your area.

Planning Worksheets

Our library of financial planning worksheets can help you create a budget and set financial goals.

Manage Your Retirement Savings

Visit your Defined Contribution Plan or Retirement Savings Plan account regularly to review and manage your investments.

Access your account:

Fidelity NetBenefits

Checklist

  • If you are 65 or older, apply for your Medicare card.
  • If you are younger than 65, ask your diocese about The Episcopal Church Medical Trust Health Plans or other options available
    to you.
  • Create a budget and review it annually, revising as necessary.
  • Continue to save during retirement with Church Life Annuities.
  • Consider purchasing Long-Term Care Insurance if you don’t already have it.