Making changes to your information How do I make changes to my personal information? Follow these instructions to change your personal information in your account. Personal information includes: Name (contact Envoy to change your name) Address Phone number Email...
Making changes to your contributions How do I change my existing contribution rates or amounts? The instructions below are for Participants who have already enrolled into their Envoy employer-sponsored retirement plan and wish to change their current contribution rate...
Keep the Account Open 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 keep the account open and as part of the plan. ($5,000 and above account balance.) If the...
IRS Pre-Approved Plan Program for 403(b) Retirement Plans Understanding the 403(b) pre-approved Plan Document Program In 2015, for the first time ever, the IRS opened the 403(b) Pre-approved Plan Document Program. This program allowed plan providers, like Envoy...
IRA Distribution Guides How do I take money out of my IRA? Click the link that best fits your situation: Below 59 1/2 (page 4)Above 59 1/2 (page 6)Above 70 1/2 (RMD) (page...
