Servant Solutions Retirement Plan Information

 

The Servant Solutions Retirement Plan was created with your future in mind—a financially secure future built on smart strategy and wise stewardship. In order to get there, you need a partner you trust. We want to work with you to establish your financial goals and the best way to reach them, together.


If you have specific questions about our Retirement Plan or simply want more information, we’re here to help! You can contact us or visit the Retirement Plan FAQ found below.

Looking for information that defines the Servant Solutions Retirement Plan? You can view our legal Plan Document (for all the details) and our Summary Plan Description (for a highlighted overview).

Servant Solutions is a 403(b) retirement plan. The 403(b) rules and regulations can be confusing. To better understand the 403(b) requirements for your ministry, review the resources below.

The Secure 2.0 Act has introduced a range of incentives and provisions aimed at enhancing retirement savings opportunities for both employers and employees. The information provided below explains in detail how this act is implemented within the Servant Solutions Retirement Plan.

I just want to let you know how easy it is for me to enter our contributions now. Thanks so much for working with us and for us; and for helping us understand this new process.
— L. Bailey