RETIREMENT SERVICES

403(b) Agreements

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INVESTMENTS & RETIREMENT

OVERVIEW

INVESTMENT CERTIFICATES

AGREEMENTS

RETIREMENT AGREEMENTS

FORMS & DOCUMENTS

RATES

INVEST NOW

Details

By selecting ADF as an asset choice in the C&MA 403(b) Retirement Plan, you will be supporting ADF’s church building mission while also supplementing your retirement investments.

  • Available in the C&MA Retirement Plan.

  • Contributions are made by elective salary deferral.

  • Follows guidelines described under IRS Code 403(b).

  • Minister and chaplains filing as self-employed for tax purposes can make tax-deferred salary reductions.

Eligibility is determined by sending the following documents to C&MA:

  • Copy of your W-2

  • Your C&MA official worker profile

  • Copy of a statement if prior contributions have been made

  • A breakdown of other contributions.

If you qualify and are interested in opening a 403(b) Agreement, please contact Alliance Benefits at 1-800-700-2651 for application forms and an ADF offering circular.

 
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Questions?

Send us your 403(b) Agreements questions

 
 
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