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UPCI Retirement Plan Setup

Envoy Financial is honored to be partnering with UPCI/MRFI to help facilitate the expansion of the UPCI/MRFI retirement plan. 


As you have heard, the Ministers' Retirement Fund has recently been expanded.  Here are some highlights of the expanded plan:

  • The MRF now includes self-directed investment options: A menu of investment choices including faith-based investments.  Click here to see the expanded investment options.  For a quick overview of the difference between the original plan and the expanded plan, click this link: UPCI Plan Illustration
  • Employees can now contribution into the plan and to their retirement savings accounts.
  • Participation is now available for all UPCI member ministries and their staff.
  • Each member ministry will be able to determine their specific plan features, such as eligibility requirements and employer contributions.
  • The cost for each member ministry to establish a plan as part of the overall UPCI/MRFI retirement plan is a mere $15 for an Adoption Agreement.
  • Each plan participant will receive an enrollment appointment with individual investment counsel from a licensed financial planner.  Additional planning appointments are available as needed.  There is no cost for these appointments.

  • We have created a Personal Retirement Guide to assist you with your stewardship planning.  The guide contains the following sections: Biblical Perspective on Financial Stewardship, Financial Basics, and the Enrollment Process and Future Support.  Click here to download a PDF copy of the Personal Retirement Guide.

  • We have also created video enrollment presentations that are available for each of your staff to view at their convenience: Retirement Plan Enrollment Presentation  Roth Presentation.

With our Simple Retirement Solutions system, establishing a retirement plan for your ministry has never been so easy!

We are excited to be able to provide UPCI member ministries with this easy retirement plan setup system that will establish a retirement plan for your church/ministry under the UPCI/MRFI retirement plan.  Our streamlined process helps you quickly establish a plan for your ministry.  Once your plan is established, an Envoy Financial LifeStage Specialist* will help each staff member decide where to invest their retirement contributions.  They will provide individualized counsel, assistance, and advice to your employees.

Here's how it works:

Step 1:Reference Sheet

Click the title link to print out the Reference Sheet to see the information you'll need to complete the online form. Fill in the information so you'll have it available when you access 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.  Establishing your retirement plan as part of the MRFI/UPCI plan, the implementation process is simplified and shorter that if you were establishing a stand-alone plan for your ministry.

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.  Use your completed Reference Sheet to enter the information into the various fields.

    If you need help or clarification on any of the required fields, click on the section title for additional information on the elements of that section.

  2. Print a copy for your records.
  3. Click Submit.
  4. Proceed to Checkout and pay the $15 Adoption Agreement fee.

* LifeStage Specialists are representatives of Lincoln Investment Planning, Inc.  Advisory Services and Securities offered through Lincoln Investment Planning, Inc., Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC.  Lincoln Investment Planning, Inc. and Envoy Financial are independently owned and each is responsible for its own business.