Speakers

  • David Bryant
    David Bryant
    Director of Investor Relations at Timothy Plan

    David Bryant is the Director of Investor Relations at Timothy Plan. He joined Timothy Plan nearly 15 years ago and brings a wealth of knowledge and a heart to serve each of the Timothy Plan’s 70,000+ shareholders. Prior to his present role, he worked as a wholesale advisor to financial advisors in the northwest region of the US. David proudly served in the US Air Force. He holds series licenses 6 & 63.

  • Robin Bryant
    Robin Bryant
    Executive Director of The Master's Plan

    Robin is the Executive Director of The Master’s Plan, an Orlando based company offering no fee 403(b) retirement plans to church and para church organizations nationwide. She brings a passion to serve churches backed with 30 years of experience from the financial and legal industries. Prior to joining the Master’s Plan, she worked for Timothy Partners, distributor of Timothy Plan, a family of mutual funds and ETFs that invest in a Biblically Responsible manner. Robin is married to David Bryant who is the Director of Investor Relations at Timothy Plan. Robin holds series 6 & 63 licenses.

EXHIBITOR SPOTLIGHT: No Fee! Retirement Plans for Churches & Ministries

No fee retirement plans for churches and ministries. Yes, you read that correctly – it’s no fee! The Master’s Plan is an Orlando based company that provides no fee 403(b) retirement plans for churches and qualified para-church ministries. Since 2018, The Master’s Plan has served clients nationwide and helps them achieve their goals of underwriting retirement plans that invest in a biblically responsible manner. The Master’s Plan is non ERISA for churches and ministries with fewer than 100 participating employees. Join us for this informative session!

Takeaways Include

– A brief overview of what The Master’s Plan offers in its retirement plans

– Discover if your organization qualifies for the 403(b) non ERISA plan

– An introduction to Timothy Plan, the pioneer of Biblically Responsible Investing


Date

Oct 25 2022

Time

CST
11:45 am - 12:05 pm

Tracks

Facilities & Operations,
Leadership & Management

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