Envoy Financial

A Message to Our ECO Family — and a Look at the Cycle 2 Restatement Ahead

More Than a Plan — A Calling to Serve Those Who Lead

To the pastors, church leaders, and ministry teams of ECO — thank you. Thank you for the work you do week in and week out: shepherding your people faithfully, serving your congregations well, and sharing the gospel in seasons that are often demanding. And thank you for the trust you’ve placed in us as your Envoy Financial family.

We don’t take that stewardship lightly. Ministry is a calling — and our calling is to come alongside you, supporting it through retirement plan services and long-term financial stewardship, so that pastors, staff, and families are cared for not only for now, but for years to come.

“I used to lead those who serve. Now, along with our Envoy team, I serve those who lead. We genuinely value your ministry — we are here to serve you well, and we pray for you regularly.”

— Dr. Bob Bender, Director of Ministry Relations & Corporate Chaplaincy
A Quick Note on What’s Ahead

In the coming weeks, some plan sponsors with Envoy-sponsored 403(b)(9) plans will hear from our team regarding the IRS-required Cycle 2 plan restatement. It’s a routine, required update — and we’ll keep the process clear, well-supported, and as simple as possible. If it applies to your plan, we’ll reach out to you directly.


Thank you for your partnership, your leadership, and your stewardship. May God richly continue to bless you and your ministry. Until then, our team is just a call or email away — reach us anytime at ClientRelations@envoyfinancial.com.