A Guide to Help You Champion
The Benefits of Your
Faith-Driven Retirement Plan

Discover More About a Faith-Driven Retirement Plan That Understands YOU.

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Housing Allowance

A good Faith-Driven Retirement Plan helps ministers take advantage of special tax savings.
Most plan sponsors are not aware of the 403(b)(9) provision that allows ministers to defer contributions before they deduct SECA, state, or federal income tax. Ministers can save 15% in SECA taxes by using a church retirement plan instead of other savings plans. Envoy Financial specializes in understanding how housing allowance works.
Discover More About Housing Allowance

Stewardship Advisors

A good Faith-Driven Retirement Plan
helps you plan for today and tomorrow.
  • Daily update of share prices and individual account balance
  • Processing plan trades, including contributions, distributions, and fund transfers
  • Quarterly plan and participant statements
  • Plan and Participant Web Portal
  • Plan and Participant-level reports
  • Participant SmartPlan enrollment and education suite
Get Connected With A Stewardship Advisor

Participant Services

Do you spend too much time answering
questions about your retirement plan?
  • Direct participants to dedicated specialists who are available to answer questions and resolve account issues via phone and email
  • Coordinate participants’ requests such as distribution, loan, contribution, and all other transaction-based inquiries
Learn More About How We Can Help

Biblically Responsible Investing

A good Faith-Driven Retirement Plan has investment options that align with your church’s convictions.

Are you unknowingly supporting abortion, pornography, or gambling with your retirement plan’s investment menu? Envoy Financial can attempt to screen out investments that might conflict with your convictions.

Discover What You Might Be Missing About BRI

Institutional Advisory

How are you Managing Risk?

  • Menu construction advice and monitoring
  • At denomination level, regular plan health analysis with the Retirement Plan Oversight Committee
  • Investment policy statement design and analysis (at denomination level)
  • Access to Open Architecture (25k+ funds), Biblically Responsible Investing, and Active/Tactical Management
  • Complimentary Stewardship Strategy for reserve /dedicated funds or capital projects
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Plan Sponsor Services

A good Faith-Driven Retirement Plan
helps you save administration time.
  • Answer questions and resolve plan issues with dedicated specialists
  • Train plan and contribution administrators on how to navigate the web portal, upload contributions, enroll employees, generate reports, and more
  • Prepare, process, and file incoming information for on-boarding new plans
Get The Help You Need From People Who Understand

RecordKeeping

A good Faith-Driven Retirement Plan has transparency.
  • Daily update of share prices and individual account balance
  • Processing plan trades, including contributions, distributions, and fund transfers
  • Quarterly plan and participant statements
  • Plan and Participant Web Portal
  • Plan and Participant-level reports
  • Participant SmartPlan enrollment and education suite
Learn How You Can Leave it in Our Hands

Third-Party Administration

Are you Maximizing
your plan design?
  • Plan construction compliance review and advisory
  • Periodic customization of plan design
  • Housing Allowance adjudication
Get The Support You Need for the Perfect Plan Design

Ministry Storehouse Accounts

Are your cash reserves aligned with your mission?
Many churches have never stopped to assess whether their cash management still reflects how God has called them to steward these resources today.
Become a Champion of Your Ministry's Reserves