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RETIREMENT PLAN

The BRI 403(b)(9) Retirement Plan offers you an opportunity to save for retirement with both pre-tax and post-tax dollars. The Plan is managed by Fidelity Investments and offers more than 22 mutual fund investment options in the standard lineup. Additionally, Fidelity BrokerageLink® provides plan participants with the opportunity to select from thousands of mutual funds and other investment options beyond the standard lineup, such as stocks, Exchange-Traded Products (ETPs), CDs, and more.

Your church may contribute to your 403(b)(9) account to help your savings grow. Employer contributions are deposited to your traditional pretax 403(b)(9) plan. Any amount the church contributes to your account is fully vested and yours to keep. Individuals age 50 and older also may make additional “catch up” contributions. Check with your church administrator for more information.

The BRI 403(b)(9) retirement plan ID number is 89560.

Note that enrollment in the 403(b)(9) Retirement Plan can occur any time, and is not limited to the Open Enrollment period.

For more information, or to enroll, access your investment information, or check transactions, call 1-800-343-0860 or log on to your account at www.netbenefits.com/epc.

Information provided in this web site does not constitute legally binding advice. EPC benefits are subject to the provisions of the Medical Plan and Retirement Plan documents available on this web site or in print from EPC Benefit Resources, Inc. (BRI), 5850 T.G. Lee Blvd., Suite 510, Orlando FL 32822. For more information, contact BRI at benefits@epc.org or 407-930-4492 (voice and fax).

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