Sacred Stewardship: Church Retirement Planning with 403(b) & 401(a)

Learning Objectives

• To discuss the unique structures and features of 403(b) and 401(a) retirement plans specifically tailored for churches.
• To analyze and navigate the regulatory landscape governing church retirement plans, ensuring compliance with legal and fiduciary responsibilities.
• To explore tailored investment strategies aligned with ethical considerations for church retirement plans.
• To explain and empower congregations by educating them on retirement planning within a spiritual context.
• To inspect and equip administrators with the knowledge to foster financial stewardship and security in church retirement planning.

Course Description

This course is valid up to December 31st, 2024 for CIMA, CPWA, and RMA Professionals. It is advisable to complete this course before that to process the credit on time.

This course is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.

Prepare for a spiritual voyage into the realm of church retirement planning with our exclusive webinar tailored for administrators and leaders overseeing church retirement plans. This Finance CPE webinar is dedicated to shedding light on the unique dynamics of 403(b) and 401(a) plans, custom-tailored for religious institutions. Discover strategies that align financial stewardship with your congregation's sacred mission, fortifying the future of your community and empowering members to retire with dignity.

Gain a profound understanding of the distinct features and structures of 403(b) and 401(a) plans designed specifically for churches. Explore how these plans resonate with the spiritual values and financial aspirations of your congregation, fostering a harmonious balance between faith-based principles and financial foresight.

Navigate the regulatory landscape governing church retirement plans with ease. Uncover compliance necessities, and unique considerations for religious organizations, and ensure that your administrative practices align seamlessly with legal and fiduciary responsibilities.

Join this online course by Drew Stevens to unlock tailored investment approaches for church retirement plans. Explore ethical investment alignments, address the unique financial needs of clergy members, and cultivate enduring financial well-being for both the institution and its devoted servants.

Major Topics:

• Introduction to church retirement planning.
• Features and structures of 403(b) and 401(a) plans.
• Regulatory landscape and compliance considerations.
• Tailored investment strategies for church retirement plans.
• Retirement planning within a spiritual context.
• Administrator training for financial stewardship.

Learn to engage and educate your congregation on the spiritual significance of retirement planning. Equip your community with essential knowledge and tools to navigate these retirement plans, fostering a culture of financial stewardship and security within the spiritual context of your congregation.

Overview

• Retirement in America

  7 mins
• Importance of planning

  11 mins
• Benefits of 403(b) tax advantages

  20 mins
• Investments aligning with church values

  32 mins
• Employer matching contributions

  43 mins
• Best practice - financial advice

  51 mins