Step 1

Tell us about yourself first.

Welcome, let us begin your plan design proposal. Keep in mind that your email and zip code will be used to access or resume your form entry if you needed.

*Please note, if you are attempting to “enroll” in your employer’s current retirement plan, please click the following link. support.envoyfinancial.com/en/enrolling-into-your-account

BP | Secondary Sales | User Registration | Origination

Your Contact Details

First Name *

Last Name *

Phone Number *

Your Personal Church / Organization Email *

Please use your email from your organization that you will use going forward.

What is your church / organization legal name? *

Church / Organization Address Info

Street Address *

City *

State *

Zip Code *

Partner Program Import Fields

Pull a Partner Code From URL

Lookup this Partner Code

Pull an Advisor Code From URL

Lookup this Advisor Code

Advisor First Name

Advisor Last Name

Name of Advisor's Firm

Logo of Advisor's Firm

Send to Salesforce - Hidden Field Data

Retirement Plan Opportunity Stage

Opportunity Record Type ID

Opportunity is Private is False

Opportunity Name

Opportunity Close Date

Opportunity Owner ID

Admin and Hidden Info

HubSpot | BP | Secondary Sales | Set Deal Stage

HubSpot | BP | Secondary Sales | Send New Email

Which denomination are you from?

Denomination Profile Lookup

Denomination Full Name

Denomination Logo URL

Denomination Retirement Plan Letter URL Import

Hidden Pass Zip Code

Test Signature Link Pass

Password

Text

If you are human, leave this field blank.

Welcome to our online 403(b)(9) retirement plan setup process. Our goal is to simplify the process to establish a retirement plan for your church. Please complete the following steps (listed below). Once all the steps are completed, this will allow our TPA (Third Party Administration) to begin the retirement plan implementation process. CalSaved has set some defaults of the plan, and there are some design elements available to your church retirement plan as well.

Here is an outline of all the Steps:

1. Provide your basic information.
2. Provide your church retirement plan design details.
3. Review and online sign (MOU & Board Resolution) retirement plan implementation documents.
4. Pay installation fee.

Please know that your information is saved as you complete each step, so you may resume later if needed, and CalSaved has negotiated a low setup installation fee of $99 that can be paid by card with our secure payment process at Step 4.

Completing this first step will provide your organization with a proposal.

Close & Continue