Simple Retirement Solutions

Simple Retirement Solutions from Envoy Financial is an easy online retirement plan setup system designed for churches and ministries with fewer than ten (or so) staff members.  Our streamlined process helps you quickly establish a plan for your ministry.

With Simple Retirement Solutions, your employees have access to a menu of mutual funds from popular fund families such as American Funds, Fidelity, Pioneer, T. Rowe Price, and more.  (Click the List of Investments icon below for more details.)  Our LifeStage Specialists* will help each staff member decide where to invest their retirement contributions.  They provide individualized counsel, assistance, and advice to your employees.

In addition to the simple setup process, the plan costs are few and simple to understand.  For additional information on annual administrative and participant custodial costs for Simple Retirement Solutions, click the Retirement Plan Cost icon below.

Implementation Process

List of Investments

Retirement Plan Cost


A Retirement Solution for your ministry: 

Simple Retirement Solutions
(For Ministries with <10 Employees)

Simple Retirement Solutions Online Appplication, click here

Custom Retirement Solutions
(For Ministries with >10 Employees)

Ministries with more than 10 employees, click here



* LifeStage Specialists are representatives of and offer Advisory Services and Securities offered through Lincoln Investment Planning, Inc. (Lincoln), Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC.  Lincoln and Envoy Financial are independently owned and each is responsible for its own business.