After the April 14, 2026 announcement that Eder will transfer most of its products to Everence Financial within the next year, Eder and Everence hosted an open forum for Church of the Brethren district executives and two open forums for Eder’s clients and members to address questions and concerns. After these sessions, Eder and Everence navigated the contractual details resulting in a signed contract on May 14, 2026.

Eder and Everence have since established multiple project teams to implement an overall approach outlined in the contract. The goal is to have organizational investing and planned giving clients transferred by the end of November. In addition, contributors to the retirement plan will transfer through a two-phased process with all active contributions starting on the new platform by the end of December and all remaining retirement balances as well as the inactive balances transferred by the end of March 2027. Individual correspondence will be going out over the next few weeks and months in accordance with the overall project plans.

President of Eder Financial, Nevin Dulabaum, said, “It has been almost a year since Ken Hochstetler, President of Everence, and I sat down to talk about this possibility. Since making the announcement, I have been overwhelmed by the kindness of our clients and members who acknowledge the difficult choices facing our organization. I am very proud of our board and staff who have worked tirelessly for those we serve. All of it has required a collaborative spirit involving much patience and grace and everyone has risen to the challenge to bring us to where we are today.”

The questions and answers from the open sessions in April have been added to the Eder website at: Together. Eder will continue to update this page as implementation details are finalized. More information can be found at the Everence website at: Welcoming Eder Financial clients to Everence Financial.

Representing the collaborative nature of this transition, Eder and Everence will deliver a joint presentation at Annual Conference and individuals from both organizations will be at the Eder Financial booth for the duration of the conference.

To summarize, the overall project plan includes transitioning all retirement, organizational investing, and planned giving clients and members to Everence by the end of March 2027.