Sponsor of the Clergy Advantage 403(b) Retirement Plan
Church & Clergy Alliance is a 501(c)(3) organization with IRS church status and serves as the plan sponsor for the Clergy Advantage 403(b). We provide the benefits and features of a denominational plan to all ministers regardless of denominational affiliation. We facilitate enrollment and funding, compliance oversight, client service needs including distributions and loans, and offer strategic professional alliances to plan participants.
Designed for Ministry Professionals with Greater Flexibility, Superior Options, Ministry Expertise
Clergy Advantage Tax Advisors can help you discover, maximize, and identify new areas of tax savings. Learn what’s possible and coordinate your strategies with the financial team for even greater results.
Clergy Planning Group specializes in ministers’ retirement. Lay a solid financial foundation with the Clergy Advantage 403(b). Then build on that foundation using clergy specific tools and strategies that are often overlooked with traditional financial planners.