The Bulletin covers issues related to the long-term success of church retirement plans and compliance considerations. Chapters in this series will focus on three core principles church plans often look to balance: Benefit adequacy, benefit equity, and benefit security. In the series, we will discuss each of these principles in more detail, and how they interact with each other. In this first bulletin, we briefly discuss pension plans in general, including their history and unique considerations for church plans.
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The Bulletin: Guide to church retirement plans - Issue 1
Looking at employee retirement, church defined benefit plans need to balance the core principles of benefit adequacy, equity, and security.