LOG IN TO YOUR RETIREMENT ACCOUNT

Church Benefits Board (CBB) partners with Empower to manage participant retirement accounts. Upon registering your online account, there will be 3 primary steps to customize your enrollment when you access your account for the first time.

1. Confirm Asset Allocations:

When your account is created, the funds are allocated to a Default Vanguard Target Date Fund. Regulations require you to review and confirm/select your fund allocations upon your enrollment. There are two options:

• Option 1: Select the “Choose a Target Date Fund” button and use this PDF to determine which default allocation you should choose based on your birthyear. You can always change this allocation later in your account or with the guidance of an Empower Financial Representative.

• Option 2: Change your allocations based on your financial knowledge or advice from a financial advisor.

2. Option to Elect Electronic Statement Delivery:

Empower will confirm your email address and you have the choice to elect to receive statements and communications from Empower electronically.

3. Designate Beneficiary:

The final step is to designate your beneficiary to have it on file with Empower.

CONSOLIDATE YOUR ACCOUNTS

Participants can simplify their retirement planning by consolidating other accounts into their CBB retirement savings plan. Let Empower explain the benefits, answer your questions, and help you through the process. Submit a rollover support ticket to get started.

BUILD YOUR FINANCIAL PLAN, FOR FREE

CBB offers all participants the opportunity to build a comprehensive financial plan with a CERTIFIED FINANCIAL PLANNER™ at Empower, free-of-charge. All participants can receive up to $500* per participant towards their CBB retirement account when they develop and complete a financial plan with Empower. *While funds last.

Our goal is to encourage all of our participants to improve their financial well-being by building a financial plan.

Summary Plan Description

A Summary Plan Description (SPD) outlines general information about the Church Benefits Board 403(b)(9) Retirement Plan and the rights and obligations of the Plan and the employer. Keep this document for your records and reference when you have questions about your 403(b)(9) account with Church Benefits Board. 

The Church Benefits Board Team

Participants can access their accounts online 24/7.

For participant questions, call Empower at 866.467.7756 or schedule an appointment online.

ROB FOX
President

JENNY CLORE
Vice President of Operations

NICOLE AVERETTE
Director of Benefits

JIM MORRISON
Director of Financial Wellness

BETH JONES
Director of Marketing & Communications