At Servant Solutions, we understand the unique challenges and demands faced by ministry employees. Amidst your noble calling, it's crucial to ensure that you're also taking care of your own financial well-being, especially when it comes to planning for retirement. That's why we're here to offer a suggestion that simplifies your financial future: consolidating your retirement funds into one account with Servant Solutions.
Here are compelling reasons why consolidating your retirement accounts with us can benefit you:
Fewer Fees
Say goodbye to the hassle of managing multiple retirement accounts and paying various fees. By consolidating with Servant Solutions, not only will you experience fewer fees, but our fees are also lower than industry averages due to our non-profit status. This means more of your hard-earned money stays where it belongs: in your retirement savings.
One Statement Simplicity
Tired of juggling multiple statements and dealing with paperwork from different accounts? With Servant Solutions, you'll enjoy the simplicity of receiving just one clear statement, making it easier to track your retirement savings and plan for the future.
Tax Benefits
Keep more of your nest egg working for you by avoiding unnecessary taxes and penalties. With Servant Solutions, you can rest assured knowing that your retirement funds are protected, allowing you to maximize your savings and enjoy a secure financial future.
Ministry Income Bonus
If you have ministry income contributions in your rollover accounts, consolidating them under the Servant Solutions church plan "umbrella" can have additional benefits. By doing so, you may be eligible for housing allowance in retirement, providing valuable financial support as you transition into this new phase of life.
More Investment Choices
Whether you're satisfied with your current investment mix or seeking new options, Servant Solutions offers a wide range of investment choices tailored to your needs. Our expert financial assistance ensures that you can make informed decisions that align with your retirement goals.
As busy church workers, we understand that your time is precious. That's why Servant Solutions is committed to providing free financial planning services and DIY family legal documents to all members and their spouses, ensuring that you have the support you need to plan for the future.
In conclusion, by consolidating your retirement funds with Servant Solutions, you're not just simplifying your financial life; you're investing in your future security and well-being. Let us partner with you on this journey towards greater financial peace of mind, allowing you to continue serving with joy and confidence for years to come.