Plan Administrator Frequently Asked Questions

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 employee to my plan?

Answer

How do I terminate/inactivate an employee from my plan?

Answer

How do I run a report for my plan?

Answer

Where do I find the materials for new employees?

Answer

How do I change the banking information for my plan?

Call Envoy Financial or email plansponsor@envoyfinancial.com and request a Debit Authorization Form.

We are a new ECO church. How do we set up our plan?

Go to https://www.eco-retirement.com/

Click Enroll

Go through the "Introduction" section. For "Implementing" you will need to READ the Plan Representative Easy Start Guide and fill out the Member Sponsor Forms.