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Welcome to your retirement plan website dedicated to helping you reach your retirement goals. While here, you will find a wealth of education on retirement investing, the benefits of saving in your company's retirement plan, and help with understanding plan features.

Tools Education

Success By Design

  • A focused, faith-consistent investment lineup developed to help simplifiy investing decisions and still offer flexibility
  • Easy-to-own, lower-cost investment choices.
  • Access to services, tools, and resources to help you on your journey to retirement.

Educational Articles

Not All Fiduciaries are the Same

by Murray Coleman - Friday, 21 June, 2024

Advisors offering fiduciary services to 401(k) and 403(b) plans aren't all the same. In fact, they come in two distinct flavors.

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Ask IFA: Can I Delay Taking My RMDs?

by Murray Coleman - Monday, 11 March, 2024

If you're still working, it's possible to tap into a workplace 401(k) or 403(b) plan for RMD relief.

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Annual Retirement Savings & Tax Guide: The 'Cheat Sheet' 2024

by Murray Coleman - Monday, 04 March, 2024

Here is a comprehensive list for 2024 of key changes in Social Security, Medicare, retirement plans, educational grants and taxes, among others.

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Your Tools

401(k) Calculator

This 401(k) calculator is helpful in determining what percentage of your salary you should contribute to your 401(k) plan given your age, retirement horizon and employer match.

IFA Risk Based Portfolio Calculator

Compare the past risk and return of your current investments to the IFA Individualized Index Portfolio recommended at the end of your Risk Capacity Survey, the S&P 500 Simulated Index, or 20 other IFA indexes.

Retirement Analyzer

IFA's Retirement Plan Analyzer is a useful tool for helping investors get on track and stay there.

Risk Capacity Survey

The larger the capacity for risk, the greater the expected returns. Expected returns are explained by Risk Capacity because capacity is directly linked to proper risk exposure, also referred to as asset allocation or investment policy. What’s your Risk Capacity? Find out right now when you take the simple 5-minute survey.

Contact Us

We're Here to Help

For all non-investment related account inquiries, including the following items, please call Retirement Plan Consultants at the number listed below.

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Retirement Plan Consultants Participant service center
877-800-1114

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For investment-related questions, please contact:
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Mary Brunson, AIF®
Vice President, Wealth Advisor Investing for Catholics
Toll Free: 888-643-3133

Resources