Investing with Purpose

Target Annuitization Funds to Build a Strong Foundation for Ministry 

Introducing New TAD Funds

Faithful service deserves faithful support.

For those called to ministry, financial planning often takes a back seat to caring for others. But stewardship includes caring for your own future. The Pension Boards’ Target Annuitization Date (TAD) Funds offer a simple, purposeful way to invest wisely—so you can serve with confidence, knowing your financial foundation is secure.

Partnering with a Financial Ministry You Can Trust

As a financial ministry, the Pension Boards understands the unique challenges of ministry life. We’re here to walk alongside you, offering tools that align with your values and support your long-term wellness. TAD Funds are one of those tools: designed to grow with you, adapt to your needs, and honor your years of service with dependable income after years of faithful service.

Stewardship in Action
How TAD Funds Work 

Step 1: Set Up & Grow

Let your investments serve your future—while you serve others. 
TAD Funds automatically adjust over time, becoming more conservative as you approach retirement. Early in your career, they focus on growth. Later, they shift toward stability—protecting the savings you’ve built.

This approach gives you space and grace to focus on your life’s work by providing:

  • One-stop solution: You invest in a single, diversified fund instead of researching and picking multiple funds yourself.
  • Hands-off maintenance: The fund automatically adjusts and rebalances as markets change, so you don’t have to manage it.
  • Built-in retirement planning: Your investments gradually shift to a more conservative mix as you get closer to retirement, helping protect your savings. 

Step 2: Convert Savings into Security

Income is the outcome—Your retirement benefits should work as hard as you do. 
Unlike many commercial retirement products, PBUCC fund options, including TAD Funds are integrated with your Pension Boards’ annuity benefits. That means your savings can seamlessly convert into monthly income for life—a tangible return on your faithful service.

Benefits at a Glance:

  • Diversified across equities, bonds, and stable value
  • Automatically adjusts as you near retirement
  • Simple to manage
  • Aligned with your vocational journey
  • Converts to lifelong income
Date of Birth Fund Name Annuitization Date Range
1964 and before or missing/invalid date of birth  Target Annuitization Date 2025 2029 and before
1965 - 1969   Target Annuitization Date 2030 2030 - 2034
1970 - 1974   Target Annuitization Date 2035 2035 - 2039
1975 - 1979   Target Annuitization Date 2040 2040 - 2044
1980 - 1984   Target Annuitization Date 2045 2045 - 2049
1985 - 1989   Target Annuitization Date 2050 2050 - 2054
1990 - 1994   Target Annuitization Date 2055* 2055 - 2059
1995 - 1999   Target Annuitization Date 2060* 2060 - 2064
2000 and later Target Annuitization Date 2065* 2065 and later

*New funds launching in January 2026: 2055, 2060, and 2065—ideal for younger ministry professionals. 

Step 3: Contact Us to Learn More

A Strong Foundation for Your Calling

Financial wellness is part of holistic well-being. TAD Funds help you build a secure foundation—so you can continue answering your call with strength, peace of mind, and purpose.

Let’s talk about your future.

Call PBUCC Member Services at 800-642-6543, Monday–Friday, 8:30 a.m.–4:30 p.m. ET, and ask for a Pension specialist to talk about PBUCC’s TAD Funds. 

Or, schedule a call here at a time that works for you. (Select TAD Fund Discussion)

Schedule a Call