Ministry retirement plans
Plans serve churches, missions, schools, and other ministries.
Envoy Financial
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About Envoy Financial
A financial services firm specializing in retirement plans for churches and ministries. Envoy Financial serves churches, missions, denominations, schools, camps, and rescue missions. Its plan services include advisory support, third-party administration, recordkeeping, education, and assistance for plan administrators and staff. The open architecture platform provides access to more than 25,000 investment options. Enrollment is conducted online with interactive guidance to help participants consider retirement needs, risk tolerance, investments, and contribution amounts. Educational resources and an online Help Center are available to plan administrators and staff. Envoy has focused on retirement needs in ministry for almost three decades. Its financial planning and investment advisory services are offered through Harvest Investment Services, LLC, doing business as Shepherd's Wallet Financial, a registered investment advisor.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Plan administration
Includes third-party administration and recordkeeping.
Investment education
Online enrollment guidance and educational resources for participants.
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