Envoy Financial is a Preferred Pension Administrator for Nationwide Financial and helps implement retirement plans on the Nationwide Resources Trust Platform.  This chassis provides access to over 900 no-load mutual funds from over 80 mutual fund families.  We work with ministries to create a list of 20-30 primary funds for the retirement plan and then provide access to the full menu of funds for plan participants desiring more investment fund flexibility.  The Nationwide platform is a robust platform with omnibus reporting and web-based functionality for participants and is particularly well suited to sophisticated plans.

Lincoln Investment was founded in 1968 to meet the needs of the 501(c)(3) and 403(b) marketplace.  Lincoln Investment has created a variety of retirement plan platforms to meet the broad range of plan needs for the non-profit marketplace.  Envoy Financial has been affilliated with Lincoln Investment for 10 years and currently utilizes the Retirement Solutions and Retirement Solutions Premier Group platforms to meet the needs of ministries we serve.  Retirement Solutions provide access to over 4000 mutual funds.  The Retirement Solutions Premier Group platform is a no-load platform providing access to over 800 mutual funds, 29 mutual fund families, the Integrity Collection (see below), and a variety of Advisory Services (Professional Money Managers).

         

For the first time, and only through Envoy Financial, the Integrity Collection provides access to faith-based funds from a variety of providers.  Faith-based funds only invest in companies that are screened for various business activities which do not align with Christian values.  These funds are normally screened to avoid investing in companies that derive revenue from abortion, alcohol, gambling, pornography, and tobacco.  The Integrity Collection is another example of Envoy Financial's commitment to providing a broad range of investment solutions to Christian Ministries and their employees.

 

We are pleased to announce that the first family of funds in the Integrity Collection is Steward Funds (www.stewardmutualfunds.com).  These funds are screened for the categories mentioned above.  All are enhanced index funds appropriate for wise diversification.  For more information on a specific fund, click the link.

Select Bond Fund

Short Term Select Bond Fund

Multi Manager Equity Fund

International Equity Fund

Small Cap Equity Fund

Domestic All-cap Equity Fund