Church Administrator Resources

Join the Ministry Retirement Plan Association & Participate in the 403(b)(9) Church Retirement Plan

The first step to enrolling your organization in the 403(b)(9) Church Retirement plan is to join the Ministry Employees Retirement Plan Association.

The enrollment packet below contains all of the necessary forms to join the association and enroll your organization in the retirement plan.

If you need assistance, you can watch the associated video or call one of the plan advisors.

How to take invested money out of the Plan

There are two options for participants wanting to access the money invested in the 403(b)(9) account. If participants are still employed, they may take a Loan from their account.

Please see the Loan option below for details. If the participant is no longer employed by an employer that offers MERP or has retired then they can use a Distribution form to access their investments.

Employer Disclosure Documents

A list of resource documents for the Ministry Employee Retirement Plan 403(b)(9) Church Plan are located below. These documents provide detailed plan information and disclosure language.

Questions? Contact our Plan Administrator.