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  • What We Do
    • Retirement Plans
      • For Churches
      • For Nonprofits
      • For Universities
      • Investment Information
      • Roth 403(b) Planning
      • Contribution Information
      • Plan FAQ
    • Financial Wellness
      • Meet with a Planner
      • Church Compensation Planning
      • Newly Credentialed?
      • Financial Roadmap Request
      • Stewardship Circles
      • Auto Enroll Auto Escalate
      • The Overture Experience
  • About Us
    • Our Story
    • Our Mission
    • Our Team
    • Trustees & Partners
    • Contact Us
  • Resources
    • Educational Videos
    • Events
    • Financial Calculators
    • Free Family Legal Documents
    • IRS Publications, Forms, & Links
    • Tax Service Advisors List
    • Insights
    • Newsletters
  • For Employers
    • New Employer Guide
    • Employer Enrollment
    • Employer Toolbox
    • Employer Forms
  • For Members
    • New Member
      • Membership Application
      • Member Forms
    • Existing Member
      • Beneficiary Form
      • Credentialed Toolbox
      • Distribution Form
      • Employee Toolbox
      • Investment Change Form
      • Minister’s Housing Allowance
      • Rollover Request Form
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Four-Step Financial Wellness Checkup

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PrevPreviousFrom First Paycheck to Retirement: A Conversation Across Generations
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Well planned. Well done.

You spend your days caring for others. Let us care for your financial future. Partner with an expert who shares your commitment to faith and stewardship.

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Location
13300 Olio Road, Suite 110
Fishers, IN 46037

Toll Free

  • (800) 844-8983

Local

  • (765) 642-3880

Fax

  • (765) 642-3942
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What We Do


Retirement Plans

  • For Churches
  • For Nonprofits
  • For Universities
  • Investment Information
  • Roth Information

Financial Wellness

  • Meet with a Planner
  • Newly Credentialed?

For Employers


  • New Employer Guide
  • Employer Enrollment
  • Employer Toolbox
  • Employer Forms
  • New Employer Interest

For Members


New Member

  • Membership Application
  • Member Forms
  • Contribution Information

Existing Members

  • Employee Toolbox
  • Credentialed Toolbox
  • Minister’s Housing Allowance
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  • What We Do
    • Retirement Plans
      • For Churches
      • For Nonprofits
      • For Universities
      • Investment Information
      • Roth 403(b) Planning
      • Contribution Information
      • Plan FAQ
    • Financial Wellness
      • Meet with a Planner
      • Church Compensation Planning
      • Newly Credentialed?
      • Financial Roadmap Request
      • Stewardship Circles
      • Auto Enroll Auto Escalate
      • The Overture Experience
  • About Us
    • Our Story
    • Our Mission
    • Our Team
    • Trustees & Partners
    • Contact Us
  • Resources
    • Educational Videos
    • Events
    • Financial Calculators
    • Free Family Legal Documents
    • IRS Publications, Forms, & Links
    • Tax Service Advisors List
    • Insights
    • Newsletters
  • For Employers
    • New Employer Guide
    • Employer Enrollment
    • Employer Toolbox
    • Employer Forms
  • For Members
    • New Member
      • Membership Application
      • Member Forms
    • Existing Member
      • Beneficiary Form
      • Credentialed Toolbox
      • Distribution Form
      • Employee Toolbox
      • Investment Change Form
      • Minister’s Housing Allowance
      • Rollover Request Form
Get Started
Bienvenidos | Español