The Clergy Advantage 403(b) is a unique retirement plan because you have unique benefits.

The Clergy Advantage® 403(b) is powerful and portable so you can enjoy tax-free money for life. Because it’s not only about retirement, it’s about using your amazing benefits to write your own story. 

Unlike secular retirement plans, you can keep your housing allowance benefits no matter where you go even, if you leave the ministry. Enjoy state, federal, and social security tax savings on contributions, grow the money  tax-free then receive tax-free distributions for life. But that’s only the beginning.

With the Clergy Advantage 403b, you have the opportunity to work with Clergy Financial Specialists who are uniquely qualified to help you use your amazing clergy advantages in a variety of situations like planning the  purchase of a home, making home repairs or upgrades and a lot more. It really pays to have a clergy financial specialist in your corner – and it’s always free for participants.