EPC Benefit Resources, Inc.
5850 T.G. Lee Blvd., Suite 510
Orlando, FL 32822
A unique feature of a 403(b)(9) is that ordained ministers may allocate a portion of their retirement withdrawals to tax-exempt housing allowance, subject to IRS limits. When requesting your retirement withdrawal, please indicate to Fidelity you are a pastor.
A number of enhancements to the EPC Retirement Plan became effective on July 3, 2017. Click here to download the 2017 Retirement Plan Enhancements Summary. No action is required unless you, as a Retirement Plan participant, wish to make changes to your investment elections. Click here to download an FAQ document about the Retirement Plan enhancements.
RETIREMENT PLAN DOCUMENTS
FIDELITY INVESTMENTS OPTIONS
If you prefer a hard copy, click here for a printable, 18-page booklet in pdf format. Or you also can speak with a Fidelity representative by calling Fidelity directly at (800) 343-0860.
INVESTMENT POLICY STATEMENT
DEFINED RETIREMENT CONTRIBUTION PLAN
RETIREMENT PLAN FORMS
ADDRESS AND/OR CONTACT INFORMATION UPDATE FORM
403(b)(9) CHURCH RETIREMENT CONTRIBUTION FORM
EPC ADOPTION AGREEMENT
FIDELITY 403(b)(9) ACCOUNT APPLICATION AND BENEFICIARY FORM
Click here to complete your application online. Once you’ve completed your enrollment, print your confirmation page and submit this to your church administrator. Church Administrators: please contact Rebeca Santana at email@example.com when you have completed this process.
Click here to download the Fidelity 403(b)(9) Retirement Account Application Form. A complete form is required to open a new account. Note that this form is not a fillable pdf; it will need to be printed and filled out by hand and sent to EPC Benefit Resources, Inc., at firstname.lastname@example.org or fax to 407-930-4492.
FIDELITY 403(b)(9) BENEFICIARY DESIGNATION FORM
Click here to download the Fidelity 403(b)(9) Retirement Account Beneficiary Designation Form. Note that this form is not a fillable pdf; it will need to be printed, filled out by hand, signed, and returned to the address on the form.
EMPLOYEE CONTRIBUTIONS SALARY REDUCTION AND/OR TERMINATION FORM
FIDELITY TRANSFER/ROLLOVER/EXCHANGE FORM
Click here to download the Transfer/Rollover/Exchange form for moving assets from another investment provider to an EPC-sponsored Fidelity retirement account. You can also use this form to consolidate multiple employer-sponsored retirement accounts currently held at Fidelity. Instructions for completing the form are included. Additional forms are available at www.netbenefits.com/EPC.