Retirement Planning for the Young
Retirement Calculators and Tools
Fidelity’s free calculators and tools for all your retirement concerns (1 hour)
Estimate Your Retirement Savings Goal
A Fidelity worksheet for estimating your retirement income goal and creating a plan for reaching it. (30 minutes)
Timing is Everything – Start Now
See how $2,000 now can be worth more than $12,000 later (5 minutes)
Master Your Money: A Step-by-Step Plan for Experiencing Financial Contentment
This book by Ron Blue will ease your anxieties as you learn the tools and techniques you need to move toward true financial freedom. (7.25 hours)
Pensions & Benefits Resources
How do I enroll in a Nazarene 403(b) Retirement Plan?
Enrollment guide with FAQs, investment options, Beneficiary Designation Form, and Letter of Agreement Form
Fidelity Resources Specifically for Nazarene Pastors
Login with your Fidelity username and password to access numerous articles, videos, planning tools, financial calculators, and more.
Contact Pensions & Benefits USA
(888) 888-4656 or help@pbusa.org
Understanding Your Annual Pension Supplement (APS)
An explanation of the relationship between the local church’s payment of P&B allocations budget and the benefits the pastor receives from P&B. (15 minutes)
Retirement and Insurance Forms
Applications and forms that you will need to set up, change, or distribute retirement accounts and disability/life insurance.
- Click here and go to “403b Forms” for Retirement Plan forms.
- Click here and go to Insurance Forms and Documents.
NBUSA Minister’s Match Webinar
Watch this brief webinar that outlines Nazarene Benefit USA’s matching program.
Fidelity Resources
Retirement Calculators and Tools
Fidelity’s free calculators and tools for all your retirement concerns (1 – 2 hours)
401(k) Rollover Options
Explore your options with these online tools and charts. (1 hour)
Dedicated Fidelity Helpline
Call 866-NAZARENE for a Fidelity representative dedicated to assist Nazarene policy holders.
Short Fidelity Videos
Fidelity’s short videos on many financial topics related to retirement
Planning Tools & Charts
Retirement Calculators and Tools
Fidelity’s free calculators and tools for all your retirement concerns (1 – 2 hours)
Fidelity 401(k) Rollover Options
Compare your options with this chart. (1 hour)
Nazarene Foundation and Legacy Giving
Planned giving through the Nazarene Foundation, for yourself or for congregants.
Legacy Sunday with Nazarene Foundation
Equip your church to model generosity with a Legacy Ministry Sunday/Weekend.
Retirement Planning for the Not-So-Young
Estimate Your Retirement Savings Goal
A Fidelity worksheet for estimating your retirement income goal and creating a plan for reaching it. (30 minutes)
Your Money After the Big 5-0: Wealth for the Second Half of Life
This book by Ron Blue and Larry Burkett will equip you with the knowledge, financial tools, and wisdom needed for fiscal well-being in the second half of life. (6.5 hours)
Making Catch-Up Contributions to Your 403(b)
What you need to know about making catch-up contributions to your 403(b) retirement savings account
Getting Ready to Retire
An Uncommon Guide to Retirement: Finding God’s Purpose for the Next Season of Life
This book by Jeff Haanen answers the question: Does God have a purpose for your retirement? Retire in a way that’s God-honoring, purpose-filled, restful, and truly biblical. (5.5 hours)
Your Money After the Big 5-0: Wealth for the Second Half of Life
This book by Ron Blue and Larry Burkett will equip you with the knowledge, financial tools, and wisdom needed for fiscal well-being in the second half of life. (6.5 hours)
Minimum Required Distribution Form
Calculate the minimum amount the IRS requires you to receive from your 403(b) and when the distributions must begin. (1 hour)
Planning for Your Retirement
The issues of retirement that you need to consider. (1 – 2 hours)
Application for Your Basic Pension Plan – pdf
The forms you need to fill out to begin receiving funds from your Single Defined Benefit Plan/Basic Pension Plan (funds saved prior to 1996). (30 min. – 1 hour)
Tax Free Housing Allowance in Retirement?
Yes! All or part of your retirement income can be received as a housing allowance. (15 minutes)
2021 Wesley Center Conference
The Economics of Vocational Ministry: Living at the Crossroads of Affordability and Calling
View the sessions and workshops presented at the 2021 Wesley Conference, held virtually on Feb. 4-5, 2021. Covers practical and emotional aspects of personal and church finances.
Life Insurance
Life Insurance
How to get a basic life insurance policy for only $1. (30 minutes)
Insurance Forms at Pensions & Benefits
The forms you will need to fill out for Disability Insurance or Life Insurance
Free Value Added Services from Pensions & Benefits and The Hartford
Services designed to help with needs like counseling after a loss, simple will creation, funeral planning, and travel assistance.
Everest Funeral Concierge Services
Free assistance in pre-planning your funeral or assistance at the time of need.
This book by Jeff Haanen answers the question: Does God have a purpose for your retirement? Retire in a way that’s God-honoring, purpose-filled, restful, and truly biblical. (5.5 hours)
Calculate the minimum amount the IRS requires you to receive from your 403(b) and when the distributions must begin. (1 hour)
The forms you need to fill out to begin receiving funds from your Single Defined Benefit Plan/Basic Pension Plan (funds saved prior to 1996). (30 min. – 1 hour)
Yes! All or part of your retirement income can be received as a housing allowance. (15 minutes)
This book by Ron Blue will ease your anxieties as you learn the tools and techniques you need to move toward true financial freedom. (7.25 hours)
This book by Ron Blue and Larry Burkett will equip you with the knowledge, financial tools, and wisdom needed for fiscal well-being in the second half of life. (6.5 hours)
What you need to know about making catch-up contributions to your 403(b) retirement savings account
Fidelity’s free calculators and tools for all your retirement concerns (1 – 2 hours)
A Fidelity worksheet for estimating your retirement income goal and creating a plan for reaching it. (30 minutes)
Calculate the minimum amount the IRS requires you to receive from your 403(b) and when the distributions must begin. (1 hour)
Planned giving through the Nazarene Foundation, for yourself or for congregants.
Equip your church to model generosity with a Legacy Ministry Sunday/Weekend.
Enrollment guide with FAQs, investment options, Beneficiary Designation Form, and Letter of Agreement Form
An explanation of the relationship between the local church’s payment of P&B allocations budget and the benefits the pastor receives from P&B. (15 minutes)
Applications and forms that you will need to set up, change, or distribute retirement accounts and disability/life insurance.
Watch this brief webinar that outlines Nazarene Benefit USA’s matching program.
Contact Pensions & Benefits USA
(888) 888-4656 or help@pbusa.org
Login with your Fidelity username and password to access numerous articles, videos, planning tools, financial calculators, and more.
Dedicated Fidelity Helpline
Calculate the minimum amount the IRS requires you to receive from your 403(b) and when the distributions must begin. (1 hour)
The forms you will need to fill out for Disability Insurance or Life Insurance
Services designed to help with needs like counseling after a loss, simple will creation, funeral planning, and travel assistance.
Free assistance in pre-planning your funeral or assistance at the time of need.
View the sessions and workshops presented at the 2021 Wesley Conference, held virtually on Feb. 4-5, 2021. Covers practical and emotional aspects of personal and church finances.