The Help Desk allows employers to submit requests to Church Benefits Board for assistance with billing questions, address changes, employment change, etc. Use the blue button to access the Help Desk.
Review the amended and restated 403(b)(9) Retirement Plan document as pre-approved by the IRS for your review and adoption. This is the Plan under which Church Benefits Board operates the retirement program for CBF affiliated churches and organizations.
If you have any questions about how to complete the Adoption Agreement Form, please contact Jenny Clore prior to submitting the form.
This manual is a tool for the employer as you offer the 403(b)9 Retirement benefit to your employees. Download, print or save and keep for your records. Many of the questions that you will have regarding the CBB 403(b)9 plan will be answered within these pages.
The Summary Plan Description is a concise overview of the CBB 403(b)9 Retirement Plan. This document should be provided to your employees, so they understand the benefits and responsibilities of the Plan.
Church Benefits Board Operations Team
Jenny Clore, Director of Benefits
As Director of Benefits, Jenny manages participant and employer services, as well as finance and accounting. Jenny brings decades of administrative, marketing, finance, and development experience to Church Benefits Board. If you have any questions, contact Jenny via email or phone at 770.220.1638.