Stoneford partners with PCS/Aspire and Nicene Network to build and service retirement plan solutions for churches and clergy-led nonprofits

Exciting Partnership Alert! Stoneford partners with PCS/Aspire and Nicene Network to build and service a 403(b)(9) retirement plan for churches and clergy-led nonprofits.

We’re thrilled to share a strategic partnership between three mission-aligned organizations:

• Stoneford (www.stoneford.com): A comprehensive financial services firm providing tailored investment, insurance, and advisory solutions for individuals, families, and organizations.
• PCS/Aspire (www.pcsretirement.com/aspire): A leading provider of retirement plan recordkeeping and administrative solutions.
• Nicene Network (www.nicene.network): A participant-based network offering vetted solutions designed to help churches and nonprofits thrive.

This collaboration is focused on delivering retirement plan solutions tailored for churches and ministries of all sizes. Importantly, access to any plan requires membership with the Nicene Network, which is dedicated to bringing practical, everyday solutions to churches and nonprofits. Churches or nonprofits can join this plan at anytime!

At Stoneford, we recognize that effective stewardship is critical for churches and nonprofits to maximize their impact and support their leaders, staff, and congregants. Here’s what this partnership offers:

• A Church Retirement Plan: Competitive, cost effective, and flexible retirement options. This 403(b)(9) plan allows for housing allowance throughout retirement.
• Personal Financial Planning: Access to financial planners for leadership and staff, walking participants through our holistic planning process.
• Investment Management: Portfolio management solutions for your cash strategies, endowments, savings, or foundations.
• Access to Biblically Responsible Investment Portfolios: Access is through our investment menus in the retirement plans, and/or our investment management models for churches, non-profits, foundations, endowments, individuals & families, and more.

Why this partnership makes sense for churches and nonprofits:

By partnering with Nicene Network, churches and nonprofits gain access to specialized financial guidance and solutions. Key highlights include:

• Clear and Transparent Fees: Recordkeeper: Maximum 0.20% (20 bps) + $35/year per participant Third Party Administration: $36–$47/year per participant Advisory, Investment Management, and Servicing: Up to 0.65% (65 bps) Return on net profits: 5% of profits are shared with associations and denominations
• Support for Your Team: Competitive benefits packages to help recruit and retain talented staff. Learn how we help integrate benefit plans into your bookkeeping and payroll!
• Access to Broader Solutions: Through our network and eco-system partners, including health and ancillary insurance, property and liability insurance, banking, lending, estate planning, and tax preparation.
• Encourage Generosity: Partnerships with foundations to support legacy building and charitable giving.
• Holistic Support: Comprehensive financial planning resources for leadership and staff.
• Association Plan Pricing: If your denomination or association is already connected, or if you’d like a full-service partnership, reach out to Nicene Network today.

We’re excited to see how this partnership empowers churches and clergy-led nonprofits to focus even more intently on their vital work. Inquire today to learn more about the plans and solutions available—and stay tuned for future partnerships and deeper relationships!

Investment advisory services offered through Mutual Advisors, LLC DBA Stoneford Advisors, an SEC registered investment adviser. Stoneford Advisors, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional. PCS/Aspire and Nicene Network are not affiliated with Mutual Advisors or any of its affiliates.