Plan Sponsor In-Service Distributions for Loan Administration How do I administer Participant loans from my Plan? An employer-sponsored retirement plan may allow participants to borrow from their accounts. If your plan allows Participant loans, the available loan...
Plan Sponsor instructions for accessing reports How to access reporting Follow these instructions to access the reporting capabilities on the Envoy Choice Portal (ECP). The ECP provides you with comprehensive information about the Plan and each of its Participants...
Plan Sponsor In-Service Distributions for Loan Administration How do I administer Participant loans from my Plan? An employer-sponsored retirement plan may allow participants to borrow from their accounts. If your plan allows Participant loans, the available loan...
Plan Participant: In-service distributions for 59 1/2 How do Participants take an in-service withdrawal? Active participants who are over age 59½ may elect to receive a payment of a portion of their vested account balance. A financial hardship is not required to...
Plan Participant Frequently Asked Questions Need More Help? Contact us. We’re here to serve you. How do I request my username and password be reset? / Login assistance Answer How do I request a cash distribution or rollover from my account? Answer How do I...
