Plan Document Requirements Understanding the requirements of Plan Documents Prior to 2009, 403(b) retirement plans were not required to have a written Plan Document. This changed with the passage of the final 403(b) regulations in 2007, which required plans to have a...
Plan contribution funding requirements What are the required guidelines for contributions? The information detailed below is provided to help you better understand your obligations regarding the timely remittance of retirement plan contributions. It is our desire to...
Plan Administrator Frequently Asked Questions If you don’t find what you need, chat with us, or call; we’re here to serve you. How do I upload contributions for my plan? Answer How do I request a reset on my login credentials? Answer How do I add a new...
Plan administration & reports Access to Plan Administration and Envoy Guides Envoy Guides Guides for Church Plans:Plan Administrator’s GuideOversight Committee GuideOversight Guide Guides for ERISA Plans:Plan Administrator’s GuideOversight Committee...
Participant logins How do my Participants access their Envoy Web Portal account? The Envoy Web Portal provides separate logins for both the Plan Sponsor and the Participant. Each web portal is designed to provide the end user with the tools and information needed to...
