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• Retirees can receive monthly 403(b)(9) contributions for up to five (5) years concluding on the earlier of the participant’s death or December 31 of the year of the fifth (5^th) anniversary of the retirement date.
  • Example: Employee retires on June 30, 2025 the contributions will conclude December 31, 2030.
• Monthly contributions are up to 80% of the retirees retiree's immediate prior 12 months of includible compensation prior to retirement. Includible compensation are wages found in Box 1 of the W-2 form, plus any employee pre-tax deferrals reported in Box 12 with code E. This means that parsonage is not includible income for the purpose of calculating the previous 12 months of compensation. 
• Annual contributions are not to exceed the annual IRC 415(c) limit, which is $72,000 in 2026.
• All contributions are subject to fund availability. Contributions cannot take account balances into arrears.

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• While donor relationship cultivation and occasional mission site visits may be ongoing, retirees are not permitted to engage in formal support raising activities.
• Retirees need to update their giving page to reflect their retirement status. This can be done by editing the short bio to "Retiree" which shows as a job title and editing their long bio which shows as the "About" section of the giving page.  
• Reliant has provided sample language to utilize at the time of retirement to update their donor team of their retirement and the option to continue giving into the new season of life. Additionally, the Donor FAQ Insert may be used to supplement the letter. 

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