We are here to help

The links below will guide you to financial peace of mind.

WEBINARS

BMA Retirement Plan

Informational Webinar

CARES ACT

PPP Payroll Analysis

PPP Application Form

How to Negotiate Church Finances...

COVID-19 CARES ACT Webinar

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​BASIC PLAN

Basic Plan Portfolio Details

Basic Plan Enrollment

ADDITIONAL RESOURCES

Salary Reduction Agreement

403(b)(9) One-Time Distribution

403(b) Periodic Distribution

403(b)(9) Required Minimum Distribution

IRA Application

IRA Periodic Distribution

403(b)(9) Housing Allowance Distribution

Beneficiary Change Form

Preliminary Info Form/Insurance Quote

Benevolent Member Enrollment Form

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BMA 2020 Compensation Survey

Comp Analysis for AR, MS, TX

Envoy - Housing Allowance E-book

Housing Allowance FAQs

403(b) 9 Plan Document

403(b) 9 Summary Plan Description

Housing Allowance Worksheet