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.
Designed for Ministry Professionals with Greater Flexibility, Superior Options, Ministry Expertise
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.