Compass Initiative

Fidelity's free calculators and tools for all your retirement concerns (1 hour)

A Fidelity worksheet for estimating your retirement income goal and creating a plan for reaching it. (30 minutes)

See how $2,000 now can be worth more than $12,000 later (5 minutes)

This book by Ron Blue will ease your anxieties as you learn the tools and techniques you need to move toward true financial freedom. (7.25 hours)

Enrollment guide with FAQs, investment options, Beneficiary Designation Form, and Letter of Agreement Form

Login with your Fidelity username and password to access numerous articles, videos, planning tools, financial calculators, and more.

(888) 888-4656 or help@pbusa.org

An explanation of the relationship between the local church's payment of P&B allocations budget and the benefits the pastor receives from P&B. (15 minutes)

Applications and forms that you will need to set up, change, or distribute retirement accounts and disability/life insurance

Watch this brief webinar that outlines Nazarene Benefit USA's matching program.  

Fidelity's free calculators and tools for all your retirement concerns (1 - 2 hours)

Explore your options with these online tools and charts. (1 hour)

Call 866-NAZARENE for a Fidelity representative dedicated to assist Nazarene policy holders.

Fidelity's short videos on many financial topics related to retirement

Fidelity's free calculators and tools for all your retirement concerns (1 - 2 hours)

Compare your options with this chart. (1 hour)

Planned giving through the Nazarene Foundation, for yourself or for congregants.

Equip your church to model generosity with a Legacy Ministry Sunday/Weekend.

A Fidelity worksheet for estimating your retirement income goal and creating a plan for reaching it. (30 minutes)

This book by Ron Blue and Larry Burkett will equip you with the knowledge, financial tools, and wisdom needed for fiscal well-being in the second half of life. (6.5 hours)

What you need to know about making catch-up contributions to your 403(b) retirement savings account

This book by Jeff Haanen answers the question: Does God have a purpose for your retirement? Retire in a way that's God-honoring, purpose-filled, restful, and truly biblical. (5.5 hours)

This book by Ron Blue and Larry Burkett will equip you with the knowledge, financial tools, and wisdom needed for fiscal well-being in the second half of life. (6.5 hours)

Calculate the minimum amount the IRS requires you to receive from your 403(b) and when the distributions must begin. (1 hour)

The issues of retirement that you need to consider. (1 - 2 hours)

The forms you need to fill out to begin receiving funds from your Single Defined Benefit Plan/Basic Pension Plan (funds saved prior to 1996). (30 min. - 1 hour)

Yes! All or part of your retirement income can be received as a housing allowance. (15 minutes)

View the sessions and workshops presented at the 2021 Wesley Conference, held virtually on Feb. 4-5, 2021. Covers practical and emotional aspects of personal and church finances.

How to get a basic life insurance policy for only $1. (30 minutes)

The forms you will need to fill out for Disability Insurance or Life Insurance

Services designed to help with needs like counseling after a loss, simple will creation, funeral planning, and travel assistance.

Free assistance in pre-planning your funeral or assistance at the time of need.