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Brethren Pension Plan Handbook

The Plan is a church retirement savings account program described in section 403(b)(9) of the Internal Revenue Code. The Internal Revenue Code permits denominations and churches to set up retirement plans designed to save tax dollars now and in the future. The Plan takes full advantage of these tax savings, while at the same time providing you with several different investment options through which your money can grow.

This Handbook is a Summary of the Plan.

The Plan is governed by the Plan’s legal document. In the event that this summary is inconsistent with the Plan document, the legal document will control.

Brethren Benefit Trust provides retirement benefits, health and welfare benefits, asset management, and financial advocacy to pastors, employees, and members of the greater Church of the Brethren community.

Building financial security

Bettering the world

Together

Since it began as the Pension Board 74 years ago, BBT has been called to serve its members and clients, and we are thankful for that opportunity.