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  2. Frequently Asked Questions

Plan Participant Frequently Asked Questions

How do I request my username and password be reset? / Login assistance

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How do I request a cash distribution or rollover from my account?

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How do I request a new loan on my account?

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What are my options now that I have left my employer?

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How do I change the investments in my account?

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How do I change my payroll contributions?

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How do I change the amount or bank information for receiving/sending money from my bank account?

Contact Envoy by email or phone with the updated information.

How do I verify or change the beneficiaries listed on my account?

Click the gear icon in the top right corner of your account dashboard screen and select Beneficiaries.

How do I change the way my name is listed on my account?

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How do I pay off my existing loan balance?

Contact Envoy by email or phone and fill out the Loan Repayment Form. The loan payoff process takes up to 7 days to process.

What expenses are being charged to my account?

You can learn more about plan expenses here: https://www.envoyfinancial.com/value-expense. If you have questions after reading this article, please call Envoy and we'd be happy to help.

How do I enroll in my plan/account?

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