Strategies for Long-Term Benefit Security and Organizational Efficiency Throughout my career, I have partnered with church plan sponsors across a wide range of structures. This includes single-employer plans such as dioceses, religious orders, and standalone faith-based organizations, as well as multiple-employer arrangements that pool schools, ministries, and similar entities. These defined benefit plans provide essential retirement security for clergy, lay employees, and li

Reaching 80–90% funded isn’t the finish line. Learn how targeted pension settlements reduce risk, stabilize funding, and lower PBGC costs.