The enrollment package includes the plan documents, disclosures, and agreements needed to begin the church enrollment process. Most churches complete the package in one sitting.
These documents are included in the DocuSign enrollment package. You may review them before signing.
Our team reviews the completed package and confirms next steps for your church.
Stoneford and plan partners begin setting up your church within the retirement plan.
Once your church is ready, eligible staff members can complete participant enrollment.
Start Participant Enrollment
Participant enrollment should only be completed after your church has finished the church enrollment process and told staff they may enroll.
Please wait until your church administrator confirms that the plan is ready for participant enrollment. Starting too early may delay setup.