Building your team's future, together
While less common today, pensions remain the right fit in certain situations. Stoneford typically serves as the investment manager, though we can also help design and build these plans where appropriate.
Whether you’re self-employed or running a smaller ministry or nonprofit, these plans make it easy to save for retirement with flexible contribution options.
Built for state and local governments, these plans offer additional retirement savings options for eligible employees, with flexible withdrawal rules.
Tailored specifically for churches and ministries, these plans maximize retirement outcomes for pastors and staff. Clergy enjoy unique advantages, such as the ability to designate retirement income as housing allowance.
Partnering, building, and sustaining a plan that meets both regulatory requirements and the needs of your team. We help organizations create retirement solutions that give employees confidence in their future.
Reach out today to learn about how we partner with organizations to provide services to their association, denomination, or club.
Our association plans are designed to help your member organizations meet their goals, elevate their employees, and provide real solutions.
We currently partner with over 2500 organizations through 4 associations for retirement, investment, tax, and insurance benefits. Additionally, we partner with 5 other organizations to provide personal wealth, estate, investment, and tax.
Reach out today to learn more about how we can partner together to deliver financial, business, retirement, wealth, tax, and insurance solutions.
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