Simple & Custom Retirement Solutions
At Envoy
Financial, we specialize in creating retirement plans solutions that
meet the unique needs of ministries. We help you quickly and easily get past the legal
hurdles and establish a retirement plan for your ministry.
Then, we serve and support you and your team so you can focus on
your specific ministry calling, knowing that your retirement plan is
being managed and your team served.
With our retirement plans, your employees will have access to a menu of mutual funds from popular fund families such as American Funds, Columbia, Fidelity, Oppenheimer, Putnam, T. Rowe Price, and Van Kampen.
The Simple Retirement Solutions plan setup fee for smaller ministries with 10 or fewer employees (including legal Plan Documents compliant with the new IRS 403(b) Regulations) is $250. Custom Retirement Solutions for larger organizations starts at $500. For denominational or association pricing, contact the appropriate denomination or association, or see their website.
Click any of the following icons to learn more about retirement plans:
|
|
|
|
A Retirement plan solution for your ministry:
At Envoy Financial, we serve ministries of all sizes and complexities. Over the years,
we have found that smaller ministries usually need less complex retirement plans and generally "just want to get a plan in place". Larger ministries often have more complex needs and require more plan design counsel and time to establish the plan. We have developed systems for small and large ministries. Please click the appropriate icon below to proceed.
|
|
|
