Church Pension Group | Retirement Tools & Resources

PlanAhead for Retirement®


Get Started

Want to know how much income you will need in retirement, and how to plan and save for it?

  • See if your retirement plan is on track
  • Model how your retirement income changes as you change the options
  • Learn how to improve your retirement plan
  • Make more educated decisions about  your investments

 

Access the PlanAhead for Retirement® tool:


About This Tool

Enter some basic info about yourself (and your spouse, if appropriate). Advanced Inputs and Overrides help personalize the PlanAhead tool to closely model your individual situation. The tool also projects how much income you will need and what costs your projected income will cover. Watch and learn!


 

Information Used

» Estimated benefits calculated using the new Church Pension Fund (CPF) Clergy Pension Plan and the Lay Employee Defined Benefit Pension Plan revisions

» Salary and benefits you earn

» Income from any savings and investments

» Your expected retirement income (from your pension, Social Security, etc.)

» How much income you will need and what costs your projected income will cover



Retirement Tools & Resources

We offer a number of Tools and Resources to help you plan for, and manage your retirement, including…
  • Retirement Spending Calculator: Are you saving enough for retirement?
  • Webinar Workshops
  • Financial Planning worksheets

For a complete list of our Retirement Tools & Resources, visit your section of the website:

Active Clergy
Retired Clergy
Seminarians
Active Lay Employees
Retired Lay Employees



Got Questions

If you have questions about taking the next step toward a secure retirement

Contact: Laurence Dresner
Telephone: (800) 223-6602 ext.1803
Email: ldresner@cpg.org.