Participant Loan Guide Basics of the Envoy Choice loan program for your plan Your employer-sponsored retirement plan may allow your participants to borrow from their accounts. If your plan allows Participant loans, the available loan amounts are governed by Internal...
Participant Directed Cash Out Summarize your article content to let people quickly see if their answer is here, and to help search engines find it too. The Participant may elect to cash out all or part of the account. (Federal and State taxes, as well as distribution...
Participant Account Reviews How do I help my Participants review their accounts? Periodic account reviews are crucial for your Participants. Understanding how much they are going to have for their retirement (Future-Funded Ministry) is important. The value of...
Mutual Fund What is Mutual Fund? ● A pool of money from many investors that a professional money manager uses to buy the stocks and/or bonds of many different organizations. ● This helps diversify risk because if a single company experiences financial difficulties it...
Making investment election changes How do I make changes to my investment elections? Follow these instructions to select or change the investments in your 403(b) Plan account. 1. Go to www.EnvoyFinancial.com and click Account Login2. Enter your Username, password, and...
