Retirement Savings Plan investment options reflect Presbyterian values

June 04, 2019

By choosing one or more of the socially responsible or fossil fuel-free Retirement Savings Plan funds, you can support Presbyterian values and save for your future at the same time.

Investing in a socially responsible way involves evaluating the impact of investments on our community in addition to their financial return.* Did you know the Retirement Savings Plan of the Presbyterian Church (U.S.A.) gives you the opportunity to address these concerns as you save for retirement? Among the range of investment options offered through Fidelity Investments are three funds that particularly align with Presbyterian values.

  • The PC(USA) Socially Responsible U.S. Equity Fund and the PC(USA) Socially Responsible Balanced Fund provide investment options based on General Assembly-approved guidelines. These funds, created especially for the PC(USA), do not include companies involved in military-related activities, handguns, land mines, gaming, alcohol, or tobacco.
  • The Pax Global Environmental Markets Fund Institutional Class (PGINX) is a 100 percent fossil fuel-free option. Companies in this fund invest in organizations around the world that offer solutions in energy efficiency, water infrastructure, waste management, and sustainable food and agriculture.

Reviewing your asset allocations

It’s important to periodically review your investments. You can change your asset allocation (how your Retirement Savings Plan account is invested) by logging on to the Fidelity website.

If you have questions about how your Retirement Savings Plan account is invested, you can speak to a Fidelity representative by calling 800-343-0860, Monday through Friday, from 8 a.m. to midnight ET.

Learn more about the Retirement Savings Plan

If your employer offers the Retirement Savings Plan and you’re not contributing, ask how to get started.

If your employer doesn’t offer the Retirement Savings Plan, ask them to contact the Board of Pensions for more information. All employees who work for a PC(USA)-affiliated employer are eligible to participate in the Retirement Savings Plan if their employer offers the plan.

*Investing involves risk, including risk of loss. The value of your investment will fluctuate over time and you may gain or lose money.