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.

AdobeStock_67774883.jpeg

Member Sponsor Online Retirement Plan Setup

Follow the button below to begin the process of starting a new 403(b) Retirement Plan. Following this link will lead you through a process whereby you will be able to provide details and adopt the ECO Retirement Plan for your church.

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).

 

The Goal of the plan is to recruit, retain, and equip Pastors and staff in their personal financial stewardship.

The Mission of the plan is to encourage and equip Pastors and staff to develop the practical understanding, planning, and financial skills necessary to be good stewards of God's resources.

- ECO Retirement Plan Oversight Committee