Notifying Envoy of New Retirement Plan Participants To Be Enrolled

When one of your Christian Ministry Professionals (CMPs - your employees) becomes eligible to participate in the Retirement Program, or chooses to participate on a voluntary only (elective deferral) basis upon hire, please complete the form on this page.


Important Notes:

  • If your plan includes an Automatic Enrollment feature, this notification process does not apply to you and you do not need to complete this form.
  • To add a large number of new plan participants to your retirement plan, click here to email Envoy Financial to request an Excel census form.


Once Envoy Financial has received this information, the following steps will be taken:

  • A record will be established in Envoy Financial’s information system.
  • Envoy Financial will establish contact with the CMP.
  • A telephone enrollment appointment will be scheduled and completed.
  • Enrollment paperwork will be sent to the participant for review and signatures.
  • Envoy Financial will receive the signed enrollment paperwork back from the CMP.
  • Envoy Financial will establish the participant's 403(b) or 401(k) account on your ministry's retirement plan platform.
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  • Envoy Financial will email the signed Salary Agreement back to your ministry for payroll purposes. 

The returned signed Salary Agreement is the final stage in the enrollment process.  This is your “green light” to start the CMP’s salary reduction and subsequent contributions into the plan.  Do not send in contributions to the investment company for this CMP prior to receiving the signed Salary Agreement.

If Envoy Financial is unsuccessful scheduling and completing the enrollment appointment with the CMP, we will contact you for assistance.

If you have any questions or need other assistance, please contact us at (888) 879-1376, option 4, or by email.


Envoy Financial
Trusted Advice Along The Way

 

Online CMP Setup Form (All fields are required, except Extension and Notes.)

 Ministry Name:
 Name: (i.e.: John Smith)
 Job Title:
 Home Address:
 City:
 State:
 Zip:
 Country:
 Work Phone Number: [(xxx) xxx-xxxx]
 Extension:
 Home Phone Number: [(xxx) xxx-xxxx]
 Fax Number: [(xxx) xxx-xxxx]
 Email Address: (If employee doesn't have an email
      address, enter mail@mail.com.)
 Date of Birth: [mm/dd/yyyy]
 Date of Hire: [mm/dd/yyyy]
 Marital Status:
 
 Notes (if any):