Retirement Plan

Here at Foursquare, we believe in helping you secure your future. Our vision is to be able to financially prepare you by providing a well-structured retirement plan. The Foursquare Church has brought together the corporate leadership, local church councils, ministers and other Foursquare employees in establishing the Foursquare Retirement Plan.

In the sections that follow, you will read of the detail of the plan, as well as how you as an individual can participate in making decisions as to where your funds will be invested. You will find that this is just another way that we as a corporate church family are trying to make it possible for our ministers and employees to "finish well."

Retirement Plan Eligibility Requirements
Please note that the Foursquare Retirement Plan is available only for participation by U.S. Foursquare licensed ministers and compensated, lay employees of the following Foursquare employers:

• Local Foursquare churches in the United States
• Foursquare Bible colleges in the United States
• Foursquare central and district offices and camps
• Foursquare evangelists and chaplains

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IRS Limits for 2009

Elective Deferrals—Voluntary Contributions deducted from paycheck on a pre-tax basis:

The lesser of $16,500 or 100% of includable income

Overall Limit—Includes any Elective Deferrals (pre and after-tax) from pay, plus any Non-elective (Employer) Contributions (church matching and/or discretionary amounts) and the Foursquare Corporate Funding Arrangement:

The lesser of $49,000 or 100% of includable income

Age 50 (and above) Catch-up Provision—If you are or will be age 50 in 2009 you may make up to an additional $5,500 in pre-taxed Elective Deferrals.

Please consult your accountant and/or financial advisor for details on the IRS Limits and how they apply to your personal situation.

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You can access your Foursquare Retirement Plan Account online.

Go to online account access >>

• To access your account online, enter your Social Security Number and PIN that came with your "Benny" account information in the mail.
• If you don't have your account information, or you would like to set up an account, contact the Foursquare Retirement Services Office.

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Resource Links
Here are a few online links offering free retirement planning tools and investment information:

• Lincoln Financial Group
• Financial Engines
• Salomon Smith Barney

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Summary Plan Description

Please refer to this document for details of the Foursquare Retirement Plan. Should there be questions, please contact Foursquare Retirement Services.

• Summary Plan Description (424 KB, 10 pages)

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