Welcome to Church & Clergy Alliance™

Sponsor of the ClergyAdvantage™ 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 ClergyAdvantage™ 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.

What Ministers Need to Know About Taxes

ClergyAdvantage™ 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.

Features of the ClergyAdvantage™ 403(b)

clergy advantage 403b

What Ministers Need to Know About Retirement

Clergy Planning Group specializes in ministers’ retirement. Lay a solid financial foundation with the ClergyAdvantage™ 403(b). Then build on that foundation using clergy specific tools and strategies that are often overlooked with traditional financial planners.