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...
Dollar Cost Averaging What is Dollar Cost Averaging? ● Investing the same dollar amount every month, regardless of market conditions and fluctuating prices. ● This strategy helps to reduce your risk of loss over time. Also, by investing regular amounts as opposed to a...
Distribution Approval How to complete a distribution approval request Upon receipt of the completed and fully executed Distribution Authorization Form from the Participant or Transfer Authorization from Envoy, as the Plan Sponsor you must take the following actions:...
