COVID-19 and Market Volatility Information Click here

Our Services & Plans

As both a ministry and a financial organization, MMBB Financial Services understands the importance for a faith-based organization to recruit and retain top staff. We understand how important it is for the staff of faith-based organizations to feel financially secure so they can put their full effort into the ministry.

That’s why our plans have been tailored to be affordable and flexible. No matter the size of your budget, MMBB Financial Services offers plans that meet your needs.

Comprehensive Plan

Our Comprehensive Plan combines a 403(b)9 retirement income account with life and disability benefits. Through this one solid program your staff can enjoy peace of mind during their working years and greater financial security in retirement.

This program includes:

  • Retirement Benefits
  • Disability Income
  • Life Insurance

As an employer-paid program, monthly premiums are based on a percentage of annual compensation, which can range from 10% to 20%.
Employees can contribute to their retirement plan through the Member Contribution Plan.

Learn More About This Plan

Retirement Only Plan

This plan offers the benefits of flexibility and affordability. We can match a current plan or help you construct a brand new plan that is tailored to meet your needs.

  • Use vesting and other plan features to meet your needs
  • Make occasional contributions
  • Optionally combine with Member Contribution Plan to allow employer and employee contributions and construct a matching plan.

All of this adds up to a plan that is easy to start, can fit your budget, and can grow with you as your benefits needs grow and change over time.

Learn More About This Plan

Member Contribution Plan

Very few of us can enjoy the retirement we want without personal savings. The Member Contribution Plan (The Annuity Supplement (TAS)) allows staff to contribute to their own retirement. Social Security benefits and the contributions employer contributions to your retirement account may not be enough to maintain your standard of living in retirement. Even small member contributions made over time can significantly increase your retirement income.

Through the Member Contribution Plan, you can contribute to your retirement on a pre-tax basis through easy payroll deduction. This means that you do not pay taxes on your contribution until the money is withdrawn. You can also rollover funds from existing retirement accounts into your MMBB account.

You decide how much you want to contribute up to IRS limits. You can contribute a percentage of your salary, a specific dollar amount, or make occasional contributions.

Learn More About This Plan