Employee Resources
Already have an account?
Enroll in Provision
Enrolling in Provision: Ministry Employees Retirement Plan is simple, complete the enrollment forms packet below consisting of a Salary Deferral Agreement and Beneficiary Designation Form.
If you need assistance completing a form, please watch the accompanying video, email us at admin@merpsolutions.com or contact (760) 712-3475
Already Enrolled & Want to Take a Distribution?
If you’ve recently left your employment and would like to move your your funds to another plan or just withdraw the funds (with a penalty if you’re below the age of 59 1/2), download this form.
If you are allowed Pastoral Housing Allowance distributions and would like to take advantage of that, download the Housing Allowance Form.
If you’re still employed and are 59 1/2 or older, you can take a penalty-free distribution. Download the In-Service Distribution Form.
If you are experiencing a hardship, you may qualify for a Hardship Distribution. Download the Hardship Distribution Form.
Once you’ve completed your form, please email it to kristina@merpsolutions.com. If you have any questions, send her an email or give her a call at (760) 712-3475.
Move Your Old Employer Retirement Plan
If you have an old retirement plan that you contributed to in the past with your current or previous employer, use the Rollover Form below.
Benefits of Investing a 403(b)(9) “Church Plan”
Learn about the benefits of investing in a 403(b)(9) plan by using the resource below.
Freedom to Choose Your Investments
The investment selection process can seem daunting. The tools below are designed to make the process simple.
Start by taking the Investment Tolerance Questionnaire and then proceed to the Investment Options Overview.
After completing the investment options overview, you will be better equipped to use other investment resources provided below.
Retirement Planning Tools
The calculator linked below is provided to assist in the retirement planning process.
