Step 2 Generate a Retirement Plan Proposal BP | DS | Plan Proposal Questionnaire Hidden Admin Info Lookup Product Type Opportunity Client Source --None--Advisor Assigned PlanAdvisor Driven PlanPartner ProgramAffiliate AdvisorStrategic PartnerSolicitor Review your contact information arrowup6 First Name Last Name What is your church / organization email? Phone Number Street Address City State / Region Zip Tell us about your organization What is your church/organization legal name? Employer DBA name (If Applicable) Church/Organization website? Number of total staff at your organization? How many employees have ministerial status (licensed, ordained, or commissioned)? How does the IRS designate your organization? Church, 501(c)(3)Non-Church, 501(c)(3)CorporationOther How does the IRS designate your organization? How many Highly Compensated Employees (HCE) do you have? NoneJust 12 to 4More than 5 Thank you for reaching out to Envoy Financial to assist with your Church/Organization Retirement Plan needs. We appreciate the opportunity to provide the ability for you to establish a Retirement Plan to prepare for your “Future Funded Ministry”. Please answer the following questions on the subsequent pages. All entries are editable and will be saved as you click next at the bottom if each page. When a church/organization has between 1 – 5 employee participants, we typically recommend you start off with an Individual Retirement Account (IRA) to help meet your retirement needs. IRAs tend to have a lower cost and less management as it relates to the plan set-up, recordkeeping, and plan document costs required for a 403(b) Retirement account. Please inquiry about it at https://www.faithbasedira.com/ 1 If you are human, leave this field blank. Next Please log in to continue or revisit your form. The information you entered into our system is protected. To access this information or continue in the process: Username: Email Address Password: Zip Code This information was collected during Step 1 of the process. Username Password Forgot your password? Login
