A Legacy of Serving Those Who Serve
What began as a simple act of care for aging pastors has grown into a trusted source of biblically responsible guidance, financial security, and peace of mind for ministry leaders across the country.
Today, we walk alongside churches, Christian schools, universities, and faith-based organizations, helping them navigate life’s financial decisions with confidence. Because our story has never been just about us, it’s about the people we serve.
Our story is really about your story. Well Planned. Well Done.
Real Stories From Those Who Found Financial Security
Why Ministry Leaders Trust Us
Ministry leaders carry a heavy load. You shepherd people, guide institutions, and pour yourself into a calling that rarely stops. Yet complex tax rules, retirement questions, and financial uncertainty can pull your attention away from the work that matters most. We exist to lift that burden.
We provide clear, biblically responsible guidance built on three core values: trusted stewardship, protected futures, and financial security. Whether you lead a congregation, guide a Christian university, or serve on the executive or HR team of a faith-based nonprofit, we help you plan wisely and serve with confidence.
Our heart is simple. When you understand your plan and trust the people behind it, you gain the freedom to focus fully on your mission.
That’s the peace of mind we’ve worked to deliver for nearly 80 years.
A Legacy of Safeguarding Futures
From a single dollar of compassion to more than $375 million in assets, our history shows a steady, faithful commitment to protecting the futures of those who give their lives to ministry.
1932
A Challenge Born of Compassion
E.F. Adcock called the church to care for its ministers, planting the seed for a pension system.
1949
The Plan Is Born
The Church of God Retirement Plan launched with 267 members and $129,700 in assets.
1954
A Promise Kept
Enrolled ministers received the first guaranteed monthly retirement benefit.
1981
Growing Wisely
Outside investment consultants joined to steward an expanding portfolio with greater expertise.
1997
Built for the Future
The General Assembly unanimously approved a bold plan modernization, giving members more control and flexibility.
Rebrand
Servant Solutions
The plan became a 403(b)(9) defined contribution plan and took on a new name that captures our calling: Serving Those Who Serve.
Today
Still Growing, Still Serving
We now serve 6,000+ members and steward $375 million+ in assets, always putting our members first.
Ready to learn more by reviewing our offerings?
Maximize Your Ministry Dollars
We’re not a general financial firm that happens to work with churches. We were built for mission work from day one, and it shapes everything we do.
Tax Advantages Designed for Ministers
Our 403(b)(9) plan offers minister-specific benefits, including tax-free housing allowance options in retirement, so your hard-earned dollars go further.
Investments That Honor Your Values
We offer faith-aligned, biblically responsible investment options, so your financial plan reflects the same principles that guide your calling.
Guidance, Not Just Transactions
We take time to educate and listen. Our advisors understand your goals and answer your questions with patience and clarity.
Low Fees, Deep Ministry Focus
Tailored plans with low fees mean more of your money stays working for you, backed by decades of experience serving churches and ministry organizations.