Retirement Benefits
Investing in Your Future
|
Access your
Retirement Account
|
Welcome! Your church has chosen the Church Benefits Board as your retirement planning advocate. As the exclusive administrator of the Cooperative Baptist Fellowship 403(b) retirement plan, CBB offers you more choices than ever before. The CBF/CBB plan combines the tax benefits afforded folks in ministry, such as the housing allowance, and combines it with investment choices similar to those found in commercially available 401(k) plans.
Our retirement partners include Retirement Wealth Management Inc., for advisory services, and StanCorp Financial Group Inc., as plan provider for retirement benefits. At anytime, you can access your account online with The Standard. You can choose how aggressive or conservative your investments will be anytime day or night.
How to set up online access to your retirement account
You will need to register using your Social Security number and a Personal Identification Number (PIN). If you need a new PIN, please contact The Standard information line at 1-800-858-5420 to either change or order a new PIN using the interactive voice response system. You also will need to create a unique login and password for your account.
1. Register with The Standard online to access your CBF 403(b) retirement account
2. Complete the fields, including your e-mail address to allow you to quickly resolve future password issues. Submit the online form.
3. Login and view your account, which The Standard calls "Personal Savings Center."
If you need assistance, contact us at 800-352-8741 or by e-mail.
Retirement Plan Resources
2009 - 403(b) Regulation Resources for Churches and Associations:
To provide relief for 403(b) plan sponsors that have already taken steps to comply with the final regulations, the IRS is allowing them until December 31, 2009, to fully adopt a written 403(b) program. Learn more
Forms:
403(b) Employer & Employee Member Application
403(b) Beneficiary Designation
Employee Salary Reduction Agreement
Employee Compensation Changes
Rollover Form
Required Minimum Distribution:
Information
Investment Material:
Core Line Products [Fund Facts] [Performance]
Investment Directive Form
Fund Change Notice - October 2011
Education Material:
Relax, It's the Standard
Investor Profile Quiz
Compliance - Plan Documentation:
CBF 403(b) Summary Plan Description
CBF 403(b) Executed Plan Document
CBF 403(b) Executed Loan Document