Mennonite Retirement Trust
Mennonite Retirement Trust is the retirement plan of Mennonite Church USA. The plan is designed to keep your retirement benefits as easy and effective as possible – while maintaining the values of your organization’s mission. MRT services are administered by Everence, the stewardship agency of Mennonite Church USA.
Current MRT employers
MRT and Everence partner with Great-West Retirement Services to provide enhanced account management and retirement planning tools to you and participating employees.
Great-West Retirement Services provides account administration services to your organization. Access your account online.
If you have questions about:
Account administration (payroll, investments, contributions), contact: Great-West (800) 298-4801
General MRT issues, contact Everence at firstname.lastname@example.org or (800) 348-7468 ext. 2471.
Interested in MRT plans?
Organizations affiliated with Mennonite Church USA or that have another Mennonite/Anabaptist affiliation can offer MRT to their staff. (If not, learn more about other Everence retirement plan choices.)
MRT helps organizations offer a retirement plan that reflects their faith tradition. And, participation in MRT keeps administrative costs low because they’re shared across a large group of organizations and congregations.
As a church retirement plan, MRT offers greater flexibility and fewer reporting requirements for employers than many similar retirement savings plans.
- Lower costs: Unlike many other retirement plans, there are no set-up costs or plan document fees.
- Target-date and strategic portfolios: We’ve made your employees’ investment decisions easier with four target-date portfolios and three strategic investment portfolios that allow for a broader range of investment allocations. The funds offer a diversified mix of stocks and bonds, as well as special assets that employees won’t normally be able to select on their own.
- Daily account valuation and comprehensive online tools: Through Great-West, you can manage your plan easily online. However, personal assistance by phone is also available.
- Lifetime income: Participants can receive lump sum distributions or select from several income distribution options upon retirement. Investing standards: Your employees can incorporate their faith values with their retirement savings, since MRT’s managed portfolios* all follow Everence stewardship investing guidelines.
Learn more, sign up
You may download the plan documents:
To learn more about MRT or to determine if another retirement plan option might be right for your organization, contact:
The MRT target-date portfolios incorporate Everence stewardship investing guidelines. Certain mutual funds available for participant choice were selected for their screens, market coverage, and performance characteristics, but are aligned with Everence stewardship investing guidelines. Please see the description of each fund for a more detailed description of fund characteristics.