April 16, 2019

A Heartfelt Thank You

In reality, salvation was bought not by Jesus’ fist, but by His nail-pierced hands; not by muscle but by love; not by vengeance but by forgiveness; not by force but by sacrifice. ― A.W. Tozer, Preparing for Jesus’ Return: Daily Live the Blessed Hope As we reflect this week on Jesus’ ultimate sacrifice and the gift of [...]

April 3, 2019

ALERT: Pastors and Churches Win Major Victory in Housing Allowance Court Case

On March 15th, our Alliance Official Workers were the recipients of some very welcomed news related to a highly critical court case that has jeopardized a major tax benefit for our ministers over the last several years.  The U.S. Seventh Circuit Court of Appeals unanimously reversed a 2017 ruling from the lower district court that [...]

March 29, 2019

Brief Market Comment

Throughout the year we will attend a few high-quality educational conventions. We thought you might enjoy a sampling of some of the interesting data discussed. We will unpack two brief topics:  A Case for Staying Invested There were 672 months from 1/1/62 to 12/31/18. The S&P500 which represents 500 publicly traded companies as a general [...]

March 1, 2019

Going Mobile with Your Benefits

Back in the year 2012, it was predicted that “In 2020…there will be a widespread belief that the World Wide Web will be less important and useful than in the past and apps will be the dominant factor in people’s lives.” Pew Research Internet Project The mobile era is here. The number of app users [...]

February 21, 2019

Church Treasurer Tips: Processing 403(b) Roth Type Employee Contributions

We here at Alliance Benefits are proud to be able to offer an excellent retirement 403(b)(9) church plan that helps take care of our pastors and staff with their retirement needs. One nice option the Alliance 403(b) plan offers is Roth employee contributions. If that option is chosen however, be sure to know how to [...]

January 31, 2019

Updating Your Beneficiaries: Why It Matters

Do you know who your beneficiaries are? With Alliance Benefits, this would include any life insurance, health savings account (HSA), or 403(b) retirement account you are currently enrolled in. For many people, naming beneficiaries happens when first setting up the account or policy. However, when life changes occur (birth, marriage, death, etc.), you may find [...]

November 1, 2017

Joining Together For Lower Fees

We are better together, and can realize far greater success when we work together to reach our common goals (or in some cases our uncommon goals) as we partner for His Kingdom. Planning for retirement is certainly a goal we all share. We want our Alliance family to be aware of every opportunity: by joining [...]

May 24, 2017

Top Tax Errors to Avoid

Alliance Benefits would like to make you aware of common tax errors to avoid. We are deeply grateful for our skilled and conscientious church treasurers who work so hard. Forms and reporting may seem mundane, but this vital “staying with the baggage” ministry helps to protect the church and pastor financially and legally. (see I Samuel [...]

April 19, 2016

Empower Retirement’s Virtual Classroom

Have you ever felt you should learn a little more about financial planning or retirement planning, but had no idea where to start? For our C&MA 403(b) participants, your Empower Retirement account online includes many educational resources at no additional charge, including Virtual Classroom, a comprehensive series of interactive courses on financial, investment and retirement [...]

March 9, 2016

Investing in Your 403(b) – One Step at a Time!

Investing in Your 403(b) – One Step at a Time! Are you feeling torn between paying today’s bills and investing for your retirement future? You are not alone. Recently, Empower Retirement hosted a helpful webinar for C&MA participants giving tips on how to find more money in your budget to increase your 403(b) contributions. This [...]