Rolling over your IRA to an Envoy IRA How do I roll over to an Envoy IRA? At Envoy Financial, we believe that simplifying your finances is an important part of a sound financial strategy. By consolidating IRAs, you’ll have a better view of your financial...
Rolling over your 401(k) and/or 403(b) to an Envoy IRA How do I roll over a 401(k) or 403(b) to an Envoy IRA? Envoy Financial makes rolling over an old retirement savings plan from a former employer easy for you. Consolidating your savings into an Envoy Rollover IRA...
Rolling over to Envoy Retirement Accounts How do I roll over to an Envoy Retirement Account? Envoy Financial makes rolling over an IRA or a retirement savings plan from a former employer easy for you. Consolidating your savings into your Envoy 401(k) or 403(b)...
Retirement Plan Oversight Committee Manual Understanding the purpose of a Retirement Plan Oversight Committee The primary purpose of an organization’s Retirement Plan Oversight Committee is to not only provide legal protection for the organization but also to increase...
Required Plan Non-Discrimination Testing Understanding non-discrimination testing The information detailed below is provided to help you, the Plan Sponsor, better understand your obligations regarding the annual nondiscrimination testing requirements associated with...
