Retirement. Planning for Your Future.
The Foursquare family believes in helping you secure your future. The Foursquare Retirement Plan has been strategically structured to help Foursquare ministers and employees prepare financially for retirement.
The sections that follow will provide details of the Foursquare Retirement Plan, including asset allocation models and an investor profile quiz that will help you determine the most appropriate way to invest your funds. This is just one of the ways that the Foursquare family is helping ministers and employees finish well.
What are the retirement plan eligibility requirements?
- Local Foursquare churches in the United States
- Foursquare Bible colleges in the United States
- The Foursquare central office, district offices and camps
- Foursquare evangelists and chaplains
Tell me about the Foursquare retirement plan.
How do I make contributions toward retirement?
What are the IRS limits for 2017?
- The lesser of $18,000 or 100% of includable income
Overall Limit. Includes any elective deferrals (pre and after-tax) from pay, plus any non-elective (employer) contributions (church matching and/or discretionary amounts) and the Foursquare Corporate Funding Arrangement:
- The lesser of $54,000 or 100% of includable income
Age 50 (and above) Catch-up Provision. If you are or will be age 50 in 2017 you may make up to an additional $6,000 in pre-taxed Elective Deferrals.
Please consult your accountant and/or financial advisor for details on the IRS Limits and how they apply to your personal situation.
Retirement Plan Information and Forms
Use this form to advise your payroll supervisor of an elective deferral—you do not need to submit this form to Foursquare Retirement Services or to Lincoln Financial Group. Print the Contribution Transmittal Guidelines (PDF, 360 KB, 3 pages) and contact Foursquare Retirement Services if you have questions on the procedures for remitting and reporting your payroll deductions. Salary Reduction Agreement(PDF, 132 KB)Use this form to rollover or transfer eligible funds into the Foursquare Retirement Plan. Before you complete the forms, e-mail Foursquare Retirement Services to determine that the funds are eligible to rollover/transfer under current tax laws and Plan provisions.Rollover/Transfer Request (PDF, 151 KB)
Note:Use these forms only if you have already received a Plan Enrollment Kit. Please if you have questions, or if you need enrollment kits.
How do I access my Foursquare Retirement Plan account online?
Can Foursquare help me with my investment decision?
Do you have any resource recommendations?
Can I receive a distribution as a ministerial housing allowance?
Foursquare Retirement Services is here to help you with all your retirement needs! Here are a few things that we can assist you with:
- Enrollment Materials
- Account Information
- Rollover Request
- Distribution Request
- Beneficiary Changes
- Address Changes
- Fund Allocation
Please email us at firstname.lastname@example.org or call us at our toll free number 888.635.4234 and ask for retirement.