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Retirement Benefits

We’re here to serve you like family with our competitive, cost effective group programs and benefits.

Retirement Plan Overview

Our Retirement Planis  thoughtfully crafted to support you as you minister in your Jerusalem, Judea, Samaria, and to the ends of the earth. 

Alliance Benefits is dedicated to serving your healthcare and retirement needs, providing clarity and support to ensure your ministry and financial security go hand in hand. At The Alliance, we’re committed to serving those who serve and helping you plan for a future that’s as fulfilling as your ministry today.

 

Why Choose Alliance Benefits

Biblical Values

At Alliance Benefits, we are proud to be guided by biblical values. These values, including compassion, respect, integrity, stewardship, and service, are the cornerstone of our mission. They shape how we design and administer our retirement and health benefit programs, ensuring they meet the unique needs of our participants. By upholding these principles, we honor God and serve The Christian and Missionary Alliance churches, supporting organizations, employees, and retirees with care and professionalism.

Alliance Family

As a Christ-centered family, we believe in the power of unity and collaboration. Together, as part of The Christian and Missionary Alliance, we are better equipped to fulfill our shared mission of spreading the gospel to the ends of the earth. We serve as a supportive network, providing retirement and health plan benefits to pastors and employees and supporting organizations within the Alliance family.

Competitive Group Rates

We are committed to providing competitive group rates that ensure access to quality health and retirement benefits for all members of The Christian and Missionary Alliance. Our Alliance Health Plan offers a range of options, including Health Savings Account eligible High Deductible Health Plans, with tax-sheltered savings features and top-notch telemedicine services. Through our wellness incentive plan, Take A Healthy Step, members can earn rewards while prioritizing their health.

Family Services

At Alliance Benefits, we understand the importance of family. That’s why we offer comprehensive family services to support the health and well-being of our members and their loved ones. From telemedicine access and wellness programs to financial planning assistance and educational resources, we provide the tools and support needed for families to thrive. Whether accessing medical care from the comfort of your home or taking proactive steps toward better health, we’re here to help every step of the way.

2024 Plan Information

A church may join the plan any time throughout the year. We are excited to offer a plan based on biblical values that align with our sanctity of life worldview, dollars that stay in the Alliance family to care for your fellow pastors and staff members, and coverage available to you regardless of your circumstances or preexisting health conditions.

Thank you for entrusting us with your retirement needs. We value that trust and don’t take it lightly. If you have questions, please reach out to your Alliance Benefits team. We are here to help!

KEY BENEFITS HIGHLIGHTS

Tax-Advantaged Contributions: Maximize your retirement savings with higher IRS contribution limits, allowing you to build a substantial nest egg.
Diverse Investment Options: Choose from 27 carefully curated investment options, including values-based funds, ensuring your money aligns with your principles.
Full Vesting from Day One: Every contribution is 100% yours from the moment it's made, empowering your commitment to long-term service.
Professional Planning Support: Consultations with expert advisors from EverOak Wealth Co., guiding you towards informed investment choices.
Fiduciary Peace of Mind: With fiduciary responsibilities fully managed by The Alliance and its Investment Committee, you can focus on your mission without financial worry.
Tax-Free Housing Allowance for Clergy: If you're a clergy member, you can utilize the unique 'Church Plan' status to potentially exclude retirement housing costs from taxable income.
Professional Support: Our dedicated team is committed to providing professional support and guidance at every step, ensuring you have the assistance you need to navigate your healthcare and retirement benefits effectively.

The Alliance Retirement Plan is designed to honor your service and support your journey towards a fulfilling retirement. By joining the plan, you can invest in a future where you can continue to make a difference, long after your active work concludes.

Questions

If you have questions as you read through the materials provided, please contact us.

Resources

Are you currently participating in the retirement plan? Access your benefit details here.

Our Forms

Visit the forms page to download any retirement benefits forms that you need.

Enroll Today!

Ready to enroll? View our employer checklist of required enrollment forms.