Investment Services
403(b) Retirement Agreements—5.00%
- Available in the C&MA Retirement Plan
- Contributions are made by elective salary deferral.
- Follows guidelines described under IRS Code 403(b).
- Ministers/Chaplains; Tax-deferred salary reductions can be made by ministers filing as self-employed for tax purposes.
Eligibility is determined by sending the following documents to C&MA: copy of W-2, C&MA official worker profile, copy of a statement if prior contributions have been made, and a breakdown of other contributions. If you qualify and are interested in opening a 403(b) Agreement, please contact the C&MA benefits office for application forms and an ADF offering circular at 1-800-700-2651.
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THIS IS NOT AN OFFERING TO SELL THE SECURITIES OF THE ALLIANCE DEVELOPMENT FUND, INC. NOR CONSTITUTE SOLICITATION OF AN OFFER TO BUY. THERE SHALL NOT BE ANY SALE OF THESE SECURITIES IN ANY STATE IN WHICH SUCH OFFER, SOLICITATION, OR SALE IS NOT AUTHORIZED. THE OFFERING IS MADE ONLY BY THE OFFERING CIRCULAR, COPIES OF WHICH MAY BE OBTAINED BY WRITING TO THE ALLIANCE DEVELOPMENT FUND, INC., P.O. BOX 63419, COLORADO SPRINGS, CO 80962-3419.
PLEASE REMEMBER THAT PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. INVESTMENTS ARE NOT INSURED BY THE SECURITIES INVESTOR PROTECTION CORPORATION (SIPC), THE FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC), OR ANY STATE OR FEDERALLY REGULATED GOVERNMENTAL AGENCY.
SECURITIES MAY BE OFFERED AND SOLD ONLY TO OR FOR THE BENEFIT OF PERSONS OR LEGAL ENTITIES OF THE CHRISTIAN AND MISSIONARY ALLIANCE, WHO, AT THE TIME OF RECEIVING AN OFFERING CIRCULAR AND PURCHASE APPLICATION AGREEMENT, ARE MEMBERS, CONSTITUENTS, CONTRIBUTORS TO, OR PARTICIPANTS IN ALLIANCE CHURCHES AND/OR THEIR ORGANIZATIONS, OR WHO ARE ANCESTORS AND DESCENDANTS OF SUCH PERSONS. IN ADDITION, RETIREMENT AGREEMENTS MAY BE SOLD TO IRAs AND 403(B) ACCOUNTS ESTABLISHED FOR THE BENEFIT OF SUCH PERSONS.
