- Digital Kit -
Step 1: EDUCATION
The first step is to learn everything you need to know about retirement plans. Envoy makes this easy with short but informative articles, eBooks, and videos.
Step 2: SELECTION
Next, you need to fully understand the details and offerings of your existing plan and/or each retirement plan/provider you are considering.
Step 3: DESIGN
The last step is to design what your plan will look like and present it to your leadership. Envoy has created a powerful online app to take you through each step.
About Blueprint: Envoy's exclusive Retirement Plan Builder guides you through every stage of building a retirement plan with helpful videos and access to an Envoy specialist along the way. When you are done, you will receive a proposal and PowerPoint with all the plan details.