Plan Administrator Frequently Asked Questions
If you don’t find what you need, chat with us, or call; we’re here to serve you.
How do I upload contributions for my plan?
How do I request a reset on my login credentials?
How do I add a new employee to my plan?
How do I terminate/inactivate an employee from my plan?
How do I run a report for my plan?
Where do I find the materials for new employees?
How do I change the banking information for my plan?
Call (888) 879-1376 Envoy Financial or email plansponsor@envoyfinancial.com and request a Debit Authorization Form.
We are a new ECO church. How do we set up our plan?
- Go to https://www.eco-retirement.com/
- Click Sponsor A Plan
- Go through the “Plan Set-up” section. For “Implementing” you will need to READ the Plan Representative Easy Start Guide and fill out the Member Sponsor Forms.