From the inception of our partnership with The Principal Financial Group, we have maintained a strong emphasis on helping mega-church plan sponsors and church denominations increase the breadth and quality of their existing plans.

Early feedback from church-based focus groups have identified participant education, reliable investment alternatives and administrative flexibility as issues of greatest concern within the church plan market.

Currently, over 90 churches and three large denominations are being served on the Principal platform, representing in excess of $250 million in assets and 8,000 participants. We have the ability to serve all plan types ~ 401(k), 403(b) and defined benefit plans ~ with tremendous flexibility.

Our experience with church plan sponsors has allowed us to develop expertise unique to the church plan market, including a thorough understanding of pastoral housing allowance benefits, varying administrative needs at the denominational and individual church levels, denominational branding issues and solutions to challenges posed by an often widely distributed participant base, among others.

Based on RB&Co.'s position as a leading financial advisory firm with an emphasis on the evangelical sector, we aggressively negotiated a highly competitive service offering with PFG on behalf of clients spanning multiple industry sectors (churches, denominations, ministries, colleges, etc.) - enabling us to provide customized solutions largely inaccessible to clients approaching PFG on their own.

One of the first enhancements developed in our partnership with PFG was the creation of Biblically-based educational materials for participants. Participants enjoy a multi-year education and communication curriculum incorporating principles of stewardship and Biblical financial foundations in addition to the effective educational materials PFG offers to all participants.

Please contact Brian Shepler at 404-267-2412 for more information.

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