The Anglican Diocese of South Carolina provides a 403(b) plan in which all employees, clergy and laity alike, who work an average of 20 hours per week or more (1,000 hours per year) are eligible to participate.
All 403b participants have a Retirement Focus account.
If you have questions regarding logging into your account, navigating the website, managing your investments or contributions, contact the Retirement Focus Service Center by either calling them at (888) 917-7107 or emailing them at retirement@usi.com.
Once you have received your login credentials you may visit the site here.
Details regarding the two plans may be found below:
Clergy 403(b) Plan Booklet
Laity 403(b) Plan Booklet
If you have questions not answered above, contact Eric Smith in the Diocesan Office.
For clergy, included with the 403(b) plan are additional benefits. Click here for a summary of Clergy Benefits through the 403B Program.
Our investment advisor is:
Mr. Doug Leeson
Investment Research & Advisory Group
1180 West Peachtree Street
Suite 2475
Atlanta GA 30309
email: dleeson@iragroup.com
Fax: (404)760-3731
Helpful 403b webinar for participants in the Diocesan plan
For those unable the 403b Webinar offered on May 13, 2026 and hosted by the IRA Group, you can view a video recording of the meeting by clicking the image above.
The recording covers…
- 403(b) plan basics a refresher on how the plan works and how it can help you build long-term retirement savings
- Catch-up contributions a discussion of the benefit of catch-up contributions for employees age 50 and older
- Savings goals understanding how to set goals and how much you may want to contribute based on key factors
- Asset allocation and fund selection
- Individual investment funds
- Risk-based model portfolios
- Target-date model portfolios
- The importance of reviewing your election annually
- Accessing your account at USI a reminder of how to log in and manage your account
If, after viewing the webinar, you would like to change your payroll deduction elections, please contact Eric Smith in the Diocesan Office. You may also request a payroll deduction change by logging in to Retirement Focus and selecting Manage > Contributions > Paycheck Contributions. This will open a form for you to complete, which will then be forwarded to Eric Smith.
If you have questions about the available investment options, please contact Patrick Harris at The IRA Group at Pharris@iragroup.com. You may change your current investment selections at www.RetirementFocus.com and select Manage > Investments or by calling (888) 917-7107.
For assistance with plan rollovers or other account management matters, please contact Retirement Focus at (888) 917-7107. Visit www.RetirementFocus.comto access Plan Forms > Rollover Contribution / Distribution / Hardship Withdrawal.