Tax-Deferred Retirement Account

TDRA PlansA key investment tool when planning for your retirement, providing a base return.

The Tax-Deferred Retirement Account (TDRA), also known as a 403(b)(9) Plan, allows eligible employees to set aside a portion of salary on a pre-tax basis to save for retirement. It enables you to contribute a specific amount of money on a regular basis, making it a strong supplement to any existing pension or Social Security.

How To Apply

A Pension Fund TDRA is a great way to save for your retirement.

The Pension Fund's TDRA Plan guarantees a minimum base return of 3% on your investment.
 This is unique compared to other, similar investment tools — whose returns fluctuate based on market performance. Pension Fund manages a diverse investment pool including a variety of stocks, bonds, real estate and other financial assets.

Benefits of the TDRA include pre-tax advantages and a guaranteed base interest rate. You are eligible to have a 403(b) Tax-Deferred Retirement Account if you are employed by an organization or congregation related to the Christian Church (Disciples of Christ), Christian Churches/Churches of Christ, Churches of Christ or other Stone-Campbell heritage related ministry. You must be receiving compensation for your services. In addition, contributions must come from your employer.

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