MMBB Financial Services

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MMBB Financial Services and Puerto Rico. Our plan options can be customized for you, your church, and your staff. Our ministry provides sound financial tools and resources.

MMBB Financial Services provides flexible, affordable retirement benefit plans, certified financial planning and financial guidance to clergy and others who work in churches and faith-based organizations throughout the U.S. At MMBB, we believe that financial wellness is achievable no matter where a person is on their financial journey. We manage $3 billion in assets and have been an indispensable partner for pastors and churches for over 100 years and counting.

10/09/2026

In recognition of Mental Health Day, we’re reminded that caring for your mental health is an important part of sustaining the work you’re called to do.

Ministry can bring unique pressures, often compounded by financial concerns, burnout, and family challenges. Through MMBB Cares, pastoral leaders can access National EAP's professional counseling by phone, in person, or through videoconferencing, along with referral services and 24-hour crisis support.

The goal is simple: remove barriers to care and provide clergy with resources that can help them thrive in ministry and beyond. The service is confidential and free for clergy who register.

“Let us serve you so you can serve others.”

Learn more about MMBB Cares and request an access code at MMBB.org. Access codes are limited so register now. https://www.mmbb.org/what-we-offer/mmbb-cares/neap-counseling?utm_name=sked&utm_source=facebook&utm_medium=social&utm_content=sked_6ac90589dc61b46077a4dfb9

October is Pastor Appreciation Month—a special time to recognize the pastors who faithfully lead, serve, encourage, and ...
10/07/2026

October is Pastor Appreciation Month—a special time to recognize the pastors who faithfully lead, serve, encourage, and care for their congregations throughout every season of life.

Their work often extends far beyond Sunday morning, from offering prayer and guidance to walking alongside families during both joyful and difficult moments.

This month, we give thanks for the dedication, compassion, and faith of pastors everywhere. Take a moment to encourage your pastor, pray for them, and remind them how deeply their ministry is appreciated.

“Let the elders who rule well be considered worthy of double honor, especially those who labor in preaching and teaching.” — 1 Timothy 5:17

Clergy compensation is more than a line item—it’s an expression of care and faithful stewardship.When compensation is st...
10/06/2026

Clergy compensation is more than a line item—it’s an expression of care and faithful stewardship.

When compensation is structured incorrectly, the effects may reach the pastor and their family, create additional work for church administrators, and expose the church to unexpected costs. Learn how thoughtful planning can protect everyone involved and help your ministry stay focused on its calling.

Read the article:

https://www.mmbb.org/resources/e-newsletter/2026/september/the-hidden-cost-of-getting-clergy-compensation-wrong?utm_name=sked&utm_source=facebook&utm_medium=social&utm_content=sked_6ac0226befa072a21ac21d3c

Some seasons ask us to keep going even when progress feels slow.This Monday, Galatians 6:9 reminds us not to grow weary ...
10/05/2026

Some seasons ask us to keep going even when progress feels slow.

This Monday, Galatians 6:9 reminds us not to grow weary in doing good. The work we do, the care we give, and the faithful choices we make may not always produce immediate results, but God calls us to remain steadfast and trust His timing.

As a new week begins, may we find renewed strength to keep serving, growing, and moving forward with purpose—knowing that perseverance has value even when we cannot yet see the outcome.

10/01/2026

Pastors carry a sacred calling, guiding congregations through seasons of joy, challenge, hope, and growth. Their work often extends beyond the pulpit, offering wisdom, encouragement, and spiritual care when it is needed most.

This Pastor Appreciation Month, let us express our gratitude for those who faithfully shepherd God's flock with grace, humility, and love.

Thank you for being a source of strength, hope, and inspiration to the communities you serve.

09/30/2026

Meet Grace Cruz, CRPC®, Senior Benefits Specialist at MMBB.

Grace brings years of experience in financial services and a strong commitment to helping members and employers better understand MMBB benefits and services. As a bilingual team member, she also helps support both English- and Spanish-speaking members, making important financial information more accessible to the communities we serve.

During Hispanic Heritage Month, we celebrate Grace and the many Hispanic professionals whose leadership, service, and dedication strengthen our workplaces, churches, and communities.

August brought another month of market movement, with gains across the major stock indexes, shifting sector performance,...
09/30/2026

August brought another month of market movement, with gains across the major stock indexes, shifting sector performance, and continued changes in commodities, interest rates, and the broader economy.

MMBB’s August 2026 Monthly Market Review breaks down the latest market and economic data to help you understand what happened—and keep short-term movement in perspective as you plan for the future.

Swipe through for key takeaways, then read the full August Monthly Market Review at MMBB.org.

Staying informed is one important part of maintaining a thoughtful, long-term financial plan.

https://www.mmbb.org/personal-finance/monthly-market-review-august-2026?utm_name=sked&utm_source=facebook&utm_medium=social&utm_content=sked_6ab424bcd29d5dcb5285e5ec

Growth takes time, and it often happens in more ways than we can see.This Wellness Monday, Luke 2:52 reminds us that Jes...
09/28/2026

Growth takes time, and it often happens in more ways than we can see.

This Wellness Monday, Luke 2:52 reminds us that Jesus grew in wisdom, in stature, and in favor with God and others. It’s a beautiful reminder that meaningful growth includes our faith, our relationships, our wellbeing, and the wisdom we gain along the way.

“And Jesus grew in wisdom and stature, and in favor with God and man.” — Luke 2:52 (NIV)

As we begin a new week, may we stay open to learning, make space for healthy growth, and trust God to guide us as we become the person the Lord calls us to be.

Introducing the MMBB Pulse — our new monthly series where we want to hear from you.Each month, we’ll ask a question abou...
09/25/2026

Introducing the MMBB Pulse — our new monthly series where we want to hear from you.

Each month, we’ll ask a question about financial wellness, planning, ministry, or the topics that matter to our community.

This month, we’re asking:
What financial goal are you working toward this fall?

Swipe to see the options, then share your answer in the comments. We’d love to hear what you’re working toward.

Your goals may look different, but every intentional step can help build a stronger financial future.

Did you know MMBB offers an option for Roth 403(b) contributions within the Member Contribution Plan for eligible partic...
09/24/2026

Did you know MMBB offers an option for Roth 403(b) contributions within the Member Contribution Plan for eligible participants?

Roth premiums are made on an after-tax basis, allowing qualified earnings and distributions to be received tax-free in retirement. Depending on your current tax situation, retirement timeline, and long-term goals, this option may offer additional flexibility as part of your overall retirement strategy.

In the latest Tomorrow Newsletter, MMBB Financial Services Director William Watko breaks down how Roth contributions work, their potential advantages and considerations, and the factors to think about when deciding whether they may be right for you.

Click the link to read more.

https://www.mmbb.org/resources/e-newsletter/2026/september/did-you-know-about-mmbb-s-roth-premium-option?utm_name=sked&utm_source=facebook&utm_medium=social&utm_content=sked_6ab4405b12b34f361c5bda36

Address

475 Riverside Drive, Suite 1500
New York, NY
10115

Opening Hours

Monday 9am - 4:45pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18009866222

Website

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