We are excited to partner with you helping your church staff begin to plan for their own Future.

We are committed to making the retirement plan adoption process both easy and impactful. If you have any questions please contact us at 888.879.1376.

ENVOY FINANCIAL

 

Understanding Your ECO Retirement Plan


Retirement Plan Overview

403(b)(9) Denomination Retirement Plan

How to Get Started Presentation

This presentation reviews the key features of the ECO 403(b)(9) Retirement Plan and outlines the steps to take to implement the Plan for your church.


Plan Set-up


Plan Representative Easy Start Guide

An easy-to-follow guide that takes you through the steps to Register and Setup your participation in the ECO 403(b) Retirement Plan.

Click the cover image to access the Plan Representative Guide (PDF format).

 

Member Sponsor Forms

We have provided PDF versions of the forms your church will need to complete in order to establish your church's participation in the ECO 403(b) Retirement Plan.  The forms can be filled out online and then printed for signing.

Click the cover image to access the Member Sponsor Forms (PDF format).


Employee Education


 

ECO's Retirement Plan Connect

ECO has partnered with Envoy Financial in providing valuable education on the biblical perspective of retirement. Each module will cover important steps to understanding your own retirement plan.

To start your retirement education, click here.

Envoy Financial's Retirement Plan Presentation for ECO Plan Participants

Watch this presentation to learn all about Envoy Financial's recent enhancements that have been made to your plan...enhancements that will benefit YOU as you prepare for your Future Funded Ministry!

 
 
 

Activate Guide for Participants

An easy-to-follow guide that takes Participants through a new, Christ-centered definition of retirement, how to enroll quickly and efficiently into their retirement plan, how to become engaged in their retirement plan through Impact University, access to a unique Vision Board that will allow them to become excited about their future, and daily inspiration from quotes, thoughts, or scripture. They will also learn how to access their Plan's Summary Plan Description.

Click the cover image to access the Activate Guide (PDF format).

 
 
 

Register Your Account and Enroll Into The ECO Plan Video 

A 4-minute video for Participants to see how easy it is to register their account and enroll into the ECO 403(b)(9) Retirement Plan. Takes Participants through the process of registering their account, and demonstrates the SmartPlan Interactive Guide which helps Participants determine their needs and risk profile, select investments, and more!

Click here to launch the video.