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

 

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 has partnered with Envoy Financial in providing your participants with valuable retirement planning education from a Biblical perspective.

 

 

Determine Your Risk Tolerance

There are 5 different types of risk profiles, ranging from conservative to aggressive. This free, online tool will help your participants find the risk that they’re able to tolerate so that they can be comfortable with both their risk and their potential returns.

Develop a Future Vision

Help your participants discover a new vision for retirement that focuses on maximizing their purpose and Kingdom impact. This free, online tool will help them determine how to use the unique passions, abilities, and experiences that God has given them.

 

Evaluate Your Current Financial Situation

Knowing your current financial landscape is crucial when making decisions about your future. This online app guides your participants through a few, quick questions that will evaluate their current financial situation and help them understand themselves and their present situation better.

 
 

 

Individual Retirement Guide for Participants

This Guide provides simple steps and tools that will give your participants the retirement planning information they need to start or continue saving for their future.

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