Simplify Your Future

Put All Your Retirement Accounts Under One Roof


Benefits

  1. You typically get more investing options.

  2. Fees with an IRA are typically lower than what your 401(k) plan could charge you after you leave your job.

  3. Faith-based education, resources, and service team

  4. Your investment menu is developed so EVERYONE can invest well. Whether you are a novice or knowledgeable investor, there is an investment approach that will fit your needs.


How to Rollover

To set up your account and begin your rollover request,
simply complete the form below:


Notes:

  1. For each account you roll over, a copy of a statement from within the last six months is needed to complete the rollover.

  2. Specific account information will be obtained by an Envoy Rollover Specialist - please do not provide it here.