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Indiana

403(b) Enrollment

AGFinancial 403(b) Plan in Partnership with
Indiana District Assemblies of God.

Welcome Indiana District Ministers.

The Indiana District has adopted the AGFinancial 403(b) Retirement Plan and is ready to begin making contributions on your behalf for your financial future.

Take a few minutes to review the information below and establish your 403(b). If you are already enrolled, no action is required.

*Certain eligibility requirements may apply.

Complete Enrollment Form

ENROLLMENT FORM INVESTMENT OPTIONS MONTHLY PERFORMANCE

Your regional consultant is available to answer your questions and provide customized savings and distribution strategies to achieve your financial goals.

Chris Teague, CFP®

417.619.2987

cteague@agfinancial.org

Submit Enrollment Form

Online
Scan/upload to submit securely online (.pdf, .docx, .doc) here.

By Mail
AGFinancial
PO Box 2515
Springfield, MO 65801

By Fax
417.520.0406

Upon receipt of your first contribution, we will send an email to provide instructions for Online Access.

Specializing in retirement accounts specific to church and ministry employees, AGFinancial wants to work with you to make saving and planning for your future easy. As a participant in the retirement plan, you will have access to the following benefits.

Investments are divided into four categories: fixed income, individual investment options, target-date strategies, and risk-based strategies.

We offer a large variety of investment options that are screened to allow investors to avoid owning securities that choose to profit from alcohol, tobacco, gambling, adult entertainment, and life ethics.

The IRS allows retired ministers to declare a housing allowance on distributions from the MBA plan. This gives ministers a significant tax savings during retirement.

This fixed income investment option provides attractive, stable rate of return and helps build churches and ministry facilities.

The Roth option, if permitted by your employer allows you to pay taxes on the contribution now and have tax-free withdrawals at retirement.

You can simplify your retirement savings by consolidating other retirement accounts into a single 403(b).

Specializing in retirement accounts specific to church and ministry employees, AGFinancial wants to work with you to make saving and planning for your future easy. As a participant in the retirement plan, you will have access to the following benefits.

Investments are divided into four categories: fixed income, individual investment options, target-date strategies, and risk-based strategies.

We offer a large variety of investment options that are screened to allow investors to avoid owning securities that choose to profit from alcohol, tobacco, gambling, adult entertainment, and life ethics.

The IRS allows retired ministers to declare a housing allowance on distributions from the MBA plan. This gives ministers a significant tax savings during retirement.

This fixed income investment option provides attractive, stable rate of return and helps build churches and ministry facilities.

The Roth option, if permitted by your employer allows you to pay taxes on the contribution now and have tax-free withdrawals at retirement.

You can simplify your retirement savings by consolidating other retirement accounts into a single 403(b).

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