403(b) Retirement Information

Nazarene APS FAQ
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Fidelity 403(b) Information and Enrollment Guide
Invest in your retirement—and yourself—today, with help from the Nazarene 403(b) Retirement Saving Plan and Fidelity.
403b Managing Accounts Online
Instructions from Fidelity on how to manage your Nazarene 403(b) Retirement Savings Plan online.
403b Maximum Contribution Letter
It is important for you to be aware that the Internal Revenue Code limits how much may be deposited to your 403(b) account each tax year. The Pension Protection Act of 2006 made permanent 403(b) maximum contribution provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001.
403b NetBenefits eLearning
We are pleased to introduce a variety of web based tools to help easily navigate your Retirement account online, as well as valuable retirement resources on site. No matter where you are in planning for your financial future, Fidelity NetBenefits® is a great place to start. If this is your first time accessing your account online, you will need to establish a Personal Identification Number (PIN) by going to www.fidelity.com/atwork and clicking on New User Registration.
403b Plan Document
Fidelity Freedom Funds®
Fidelity Freedom Funds® offer a single-fund approach to investing in your workplace savings plan. With Freedom Funds, your decision couldn't be simpler. All you need to know is your current age, and the fund will do the rest.
Fidelity BrokerageLink® Brochure
Fidelity BrokerageLink® provides you with the opportunity to select from thousands of investment options beyond those offered directly through your employer’s retirement plan (referred to as the standard/core plan options). Depending on the guidelines set by your employer and noted in your plan’s BrokerageLink® fact sheet, you can invest in a broad range of funds available through Fidelity and FundsNetwork®, as well as exchange-traded products (ETPs) available through Fidelity Brokerage Services.
Determining Your Investment Mix
Ten minutes from now, you could know your investment mix: And if your goal is to choose investment options that you can be comfortable with, this is an important step.
Fidelity Username and Password Setup
To assure account privacy, you will need to establish a username and password before you can access information about your Fidelity account. You will use this to access account-specific information via Fidelity's website, Fidelity's automated telephone service, or when speaking with a Fidelity Retirement Services Specialist.
Fidelity Retirement Savings Worksheet
This Retirement Savings Worksheet makes it easy: Your goal is to live retirement on your own terms. This simple worksheet will help you determine how much you may be responsible for providing in retirement and gives some suggestions on how to reach that goal.
High Cost of Waiting
$2,000 is more than $12,000. It sounds impossible doesn't it! When it comes to investing it can be possible and timing is everything. View the document to see how.
Special Tax Notices Regarding Rollover of Plan Payments (Traditional 403(b) Participants) / (Roth 403(b) Participants)
These notices explain how you may continue to defer federal income tax on your retirement savings or retirement benefits in your respective Nazarene 403(b) Retirement Savings Plan program (Traditional or Roth) and contain important information you will need before you decide how to receive Plan benefits.
Housing Allowance Confirmation
For ministers whose tax preparers or accountants have questions about the tax status of retirement withdrawals from Nazarene 403(b) Retirement Savings Plan accounts, Pensions and Benefits USA has prepared this explanatory memo.
10 Essentials of the Minister’s Housing Allowance
The minister’s housing allowance provides one of the most significant tax advantages for those who qualify under the tax law. This resource from the Evangelical Council for Financial Accountability (ECFA) offers guidance on how to maximize this valuable benefit.