NBUSA Overview
0:00 Introduction and Prayer
1:14 NBUSA Areas of Focus
2:13 NBUSA Benefit Structure
3:46 How NBUSA is Funded
4:03 NBUSA use of Funds
5:16 Minster Benefit Eligibility
Minister Benefits:
6:50 Survivor Benefits
8:07 Retiree Survivor Benefits
9:35 Long-Term Disability Insurance
10:50 AD&D Insurance
11:12 Health Insurance
Nazarene Ministers Retire Well:
13:07 Vision Statement
14:42 It takes all three to Retire Well
15:42 Clergy Tax Advantages
19:21 How much do you need to Retire Well?
20:37 How Should You Save for Retirement
23:04 How Your Funds are Invested
24:29 Target Date Funds
25:29 Nazarene 403(b) Expense Structure
NBUSA Retirement Benefits:
26:16 The Nazarene 403(b) Plan Overview
29:02 Fidelity Retirement Tools
29:24 Nazarene 403(b) Roth IRA
30:03 Fidelity Brokerage Link
31:16 YTD 403(b) ROI
32:21 Remuneration for our Pastors
33:14 How can NBUSA provide a path to Retire Well
33:37 The Ministers Match Program
36:02 2024 NBUSA Match Results
40:08 Future Value of Retirement Contributions
40:48 Is Retirement Affordable?
42:21 How your Local Church can Help?
43:41 When does NBUSA Match?
Your Retirement Plan
44:18 What’s Your Plan?
45:22 Maximize your NBUSA Benefits
46:17 The Cost of Waiting and Contribution Limits
47:02 Ministers with no Cash Compensation
Contact Information/Retirement Resources
47:51 Fidelity Customer Service
48:23 NBUSA Contact Information
48:47 NBUSA Website
49:33 The Compass Initiative
50:00 Free Resources
 
50:27 NBUSA Retirement Planning Tool
55:50 Match Program Improvement effective January 1, 2026
Questions and Answers
56:38 Q&A