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)...
Reviewing your account How do I review my account? An Account Review is a crucial activity. Understanding how much you are going to have for your retirement (Future-Funded Ministry) is important. The value of completing periodic reviews cannot be overstated. Many...
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...
