Envoy Advisory IRA Expenses What are your advisory expenses for your IRA? The Envoy IRA offers mutual funds, ETFs, and managed model portfolios as the investment options. The investments offered Envoy IRA are reviewed and overseen by Envoy Advisory, Inc. The items...
Enrolling your Participants How do I enroll a Participant into my plan? As the Plan Administrator or Plan Representative, your enrollment responsibilities include: 1. Identifying the employees who are eligible to participate in the plan;2. Providing the newly eligible...
Enrolling into your account How do I enroll into my retirement account? If you are enrolling for the first time, follow these instructions: Login Go to www.EnvoyFinancial.com and click Account Login Select your type of account for IRAs and wealth management accounts,...
Eligibility Determination Determining required plan eligibility We are pleased to provide these instructions to assist you, the Plan Sponsor, in administering the determination of retirement plan eligibility. It is important that your organization’s Plan...
Download-information Learn more about downloading the mobile app 1. What are the operating system requirements for the mobile app? iOS 11 and above Android KitKat (4.4) and above The mobile app is not tailored for iPad and Android tablets but can be used on these...
