Financial Advice
Church Benefits Board (CBB) partners with Empower to offer personalized financial advice for all plan participants. There is no additional fee for these value-added services, and advice is available immediately. Empower is staffed by qualified retirement plan advisors who are licensed through FINRA and state securities commissions, as applicable. These retirement plan advisors will assist you with questions related to your current investments, housing allowance, rollovers, distributions, and offer you robust investment and distribution advice.
VISIT WITH TENURED ADVISORS
Call Empower at 833-301-9355.
Weekdays: 8am to 10pm ET
Saturdays: 9am to 5:30pm ET
Rollover Support
Advantages of Consolidating Your Accounts
Having your retirement savings all in one place can simplify the ongoing management of your retirement plan and may save you money. Consider these potential advantages of rolling over to Church Benefits Board:
Avoid multiple fees.
By consolidating retirement accounts into one, you can reduce multiple sets of fees.
Less administrative hassle.
Receiving just one account statement from Empower makes tracking your funds easier.
Less overlap.
Consolidating your retirement accounts gives you a clearer view of your asset allocation picture, as well as any adjustments you may need to make.
Easier rebalancing.
By consolidating your accounts, you are more likely to achieve a cohesive investment strategy.
Ease for beneficiaries.
By combining your accounts into one, management of assets becomes easier for your beneficiaries.
ROLL IN OTHER ACCOUNTS
CBB offers active participants the opportunity to roll in other 403(b), 401(k), and investments to simplify your finances.
Don’t wait to retire to roll! You must have an active CBB account before you retire in order to roll in retirement funds.
Securities offered and/or distributed by GWFS Equities, Inc., Member FINRA/SIPC. GWFS is an affiliate of Empower Retirement, LLC; Great-West Funds, Inc.; and registered investment advisers, Advised Assets Group, LLC and Personal Capital. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice. Empower Retirement refers to the products and services offered by Great-West Life & Annuity Insurance Company and its affiliates. ©2020 Empower Retirement, LLC. All rights reserved. RO1331708-0920
IMPORTANT: The projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each Financial Analysis Report and over time.