At Epiphany Funds, we often get asked if you can add Epiphany Funds to your retirement plan. The short answer is sometimes. Epiphany Funds cannot be added to insurance based retirement plans. Some plans have set investment options and that is it. It does not hurt to try.
If you are an employer and would like to add one or more of the Epiphany Funds to your plan, please call us at 877-334-1283.
If you are an employee, the first step is to talk with your human resources department. They will call us to find out if this is something that can happen in your current plan.