Operating at the intersection of faith and finance, we are caring professionals partnering with those engaged in the life of the
Church to provide valued services leading to greater financial security and wellness
Educational and financial planning resources to assist members in maximizing their PBUCC benefit plans and programs.
Plans that provide clergy, lay employees, and all persons served with the peace of mind that comes through greater financial security and better health.
Providing the highest level of investment performance and reflecting faith-based values in managing members' pension assets.
Educational and financial planning resources to assist members in maximizing their PBUCC benefit plans and programs.
Providing direct support to authorized ministers and lay employees in need and promoting sustainable ministry.
March 15, 2019 - The Seventh Circuit issued its decision in Gaylor v. Mnuchin today and upheld the constitutionality of the housing allowance under section 107(2) of the Internal Revenue Code.
In a 3-0 decision, the panel found that section 107(2) was constitutional under both the traditional three-factor test set forth in Lemon v. Kurtzman, 403 U.S. 602 (1971), as well as the “historical significance” test of Town of Greece v. Galloway, 572 U.S. 565 (2014).
Please click on the link to read the court’s decision.
Retirement security is essential, so it’s important to create a strategy to achieve your desired goals. Here are a few tips to creating a solid foundation for years to come. Read More.
Rising theological education costs, reductions in scholarship funding, and lower-than-average pastoral salaries are just some of the factors leading to financial challenges among ministers today. Leading a church and managing educational debt along with other personal financial obligations can be overwhelming for ministers.
