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
Visit www.netbenefits.com/EPC for more information on retirement and the investment options available (to view the investment options, click on “Plan and Investments” and then “Investment Options”). Target Retirement Date funds and Core Funds that are available in the EPC Plan, along with their performances, are listed.
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 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.