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Account Types
Investing with Purpose - It's a better way of investing
Let our experts at Timothy Plan help you invest with confidence.
On March 16, 2017, a young teenage boy was walking through Crater of Diamonds State Park in Arkansas when he discovered a shiny rock. Some would call it really good luck when he picked up that shiny rock which turned out to be a 7.44 carat diamond! You can hope for that kind of luck in life or you can plan for the future by investing with a purpose. Whether your goal is an educational account, retirement nest egg, or other types of investing TPL offers a diverse selection of investment choices.
Retirement & Educational
There are no set minimums for any of the following investment accounts. Retirement accounts may have important tax consequences to you and your spouse so please consult with a competent advisor prior to investing.
Traditional IRA
The original IRA that, if you are qualified, can reduce your current taxes and grows tax deferred.
SEP IRA
An IRA commonly used by self-employed and small-business owners that allows you to save for retirement on a tax-deferred basis.
Coverdell Education Savings Account
This is a custodial account to help parents and students save for educational expenses for K-12 and beyond.
Roth IRA
If you quality under current law, a Roth is exempt from federal income taxes and has the advantage of tax-free withdrawals and distributions.
SIMPLE IRA
A a tax-deferred retirement plan for small-business owners with up to one hundred employees. Consult your tax advisor to see if the SIMPLE plan is right for your business.
403(b)
A tax-favored retirement plan designed specifically for school teachers, churches, and other persons employed by non-profit institutions.
401(k)
A way for corporations and employers to offer their employees a biblically responsible retirement program. This allows employees to invest a portion of their paycheck directly before taxes are taken out. Requires an independent third-party administrator. Check with your financial advisor to see about choosing Timothy Plan for your 401(k) investment.
Non-Retirement
For regular, non-qualified investing, we have a minimum investment of $1,000, which may be distributed among any of our funds. We also offer the flexibility of Uniform Gifts to Minors Act (UGMA) and Uniform Transfers to Minors Act (UTMA) custodial accounts.Variable Annuity
Both an insurance product and an investment product, we offer two variable annuity products through One America and Jefferson National.
Third-Party Administrators
There are a number of different firms which are able to offer Timothy Plan funds for their 401k, 403b, and variable annuity products. Below are the firms which can offer us on their platforms or products.
2145 Ford Parkway, Suite 200
St. Paul, Minesota 55116-1912
800.558.7798
651.695.1646 (Fax)
Email for General Questions
EBSO is a licensed Third Party Administrator and is a professional member of Society of Professional Benefit Administrators (SPBA), Minnesota Association of Health Underwriters (MAHU) and the National Association of Health Underwriters (NAHU).
P.O. Box 1259
Charlotte, North Carolina 28201
800.927.8922
Providing a broad range of investment options that span the risk/reward spectrum, from separate accounts to commingled funds, they can tailor an investment solution that meets your and your clients' diverse needs.
2 The figure of 15,000 available funds refers to priority funds and non-proprietary funds which are only available to retirement plan participants.
3 As of December 31, 2013.
1809 24th Street
Great Bend, KS 67530-1167
800.279.9915
2 CUNA Mutual Fiduciary Consultants is a marketing name and service of MEMBERS Capital Advisors, Inc., the registered investment advisor affiliate of CUNA Mutual Group. MEMBERS Capital Advisors has assets under management of more than 14.4 billion, including the general account of CMFG Life Insurance Company.
900 Salem Street
Smithfield, RI 02917
800.343.3548
866.418.5173
1295 State Street
Springfield, MA 01111-0001
800.743.5274
911 Panorama Trail S.
Rochester, NY 14625-0397
800.322.7292
800.334.3444 (Advisors)
7337 E. Doubletree Ranch Road
Scottsdale, Arizona 85258
800.334.3444
2 As of March 31, 2014, Voya IM assets of $213 billion include proprietary insurance general account assets of $86 billion calculated on a market value basis. Voya IM assets, as reported in Voya Financial, Inc. SEC filings, include general account assets valued on a statutory book value basis and total approximately $207 billion. Both totals include $7 billion in Private Equity, $7 billion in Real Estate and $6 billion in other assets including those sub-advised through the Voya family of funds and the Multi-Asset Strategies and Solutions product offerings.
3 $35 billion in DC assets excludes approximately $28 billion in assets under administration as of March 31, 2014.
P.O. Box 36750
Louisville, Kentucky 40233
866.WHY.FLAT (Advisors)
American Accumulator variable universal life - a flexible premium variable universal life insurance policy that allows death benefit coverage as well as market participation.
DirectPoint variable annuity - a no surrender charge VA for the client who wants 100 percent liquidity.2
Voyage Protector variable annuity - a flexible-premium, tax-deferred variable annuity that offers rider benefits so the client can select and pay for the features appropriate for them.
2 Income tax and potential IRS penalties still apply.
Products and financial services provided by American United Life Insurance Company®, a OneAmerica® (AUL) company.
Note: All products and features are subject to state availability. When evaluating the purchase of a variable annuity, your clients should be aware that variable annuities are long-term investment vehicles designed for retirement purposes and will fluctuate in value, annuities have limitations and investing involves market risk, including possible loss of principal. Additionally, withdrawals made before age 59 1/2 may be subject to a 10 percent tax penalty.
Variable annuities and variable universal life insurance policies are sold by prospectus. The product prospectus and underlying fund prospectuses can be obtained by writing to OneAmerica Securities, Inc., 433 N. Capitol Ave., Indianapolis, IN 46204. Before investing, clients should carefully consider the fund's investment objectives, risks, charges and expenses. The product prospectus and underlying fund prospectus contain this and other important information. Clients should carefully read the prospectuses before investing.
Registered individual variable annuity contracts and variable universal life policies issued by AUL are distributed by OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 433 N. Capitol Ave., Indianapolis, IN 46204, 1-877-285-3863, which is a wholly owned subsidiary of AUL.
NOT FDIC/NCUA Insured. May loose value. No bank/credit union guarantee.
Open An Account Online
Complete and submit our applications online. When you open an investment account with Timothy Plan, you'll discover a full spectrum of biblically reposnible mutual funds and services designed to help you meet your investing needs while simplifying life. Call 1.800.846.7526 or chat online if you need any assistance.
