Simple Retirement Solutions

 

Establishing a retirement plan for your ministry has never been so easy!

Simple Retirement Solutions from Envoy Financial is an easy online retirement plan setup system designed for churches and ministries.  Our streamlined process helps you quickly establish a plan for your ministry.

With Simple Retirement Solutions, your employees have access to a menu of mutual funds from popular fund families such as American Funds, Fidelity, Pioneer, T. Rowe Price, and more.  Our LifeStage Specialists* will help each staff member decide where to invest their retirement contributions.  They provide individualized counsel, assistance, and advice to your employees.

In addition to the simple setup process, the plan fees are few and simple to understand.  For additional information on annual administrative and participant custodial fees, click here: Retirement Plan Fees.  For denominational or association pricing, contact the appropriate denomination or association or see their website.

For additional information about establishing a retirement plan for your ministry, including plan design considerations and the impact of the new IRS 403(b) Regulations, click here: Retirement Plan Basics.

Cost-effective and streamlined plan startup.  Individual investment counsel.  Really, it’s that simple! 

Here's how it works:

Step 1:

Reference Sheet:

Click the title link to view and print the Reference Sheet, which shows the information you'll need to complete the online form.

Step 2:

Implementation Process Checklist:

Click the title link to print out the Implementation Process form to monitor your progress during the implementation of your plan.  The form also lets you know what you can expect from us during the process
and what information you'll need to provide to us as we establish your ministry's retirement plan.

Step 3:

Online Form:

1. Complete the online form, using your completed Reference Sheet to enter the information into the fields.
2. For help or clarification on any of the required fields, position your mouse over the help icon (/files/Logos and Pictures/help icon elexio.bmp)
      for additional information on that topic.
3. Print a copy for your records.
4. Click Submit.


To complete the Online Form, click here. 

 

* LifeStage Specialists are representatives of Lincoln Investment Plannig, Inc.  Advisory Services and Securities offered through Lincoln Investment Planning, Inc., Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC.