How a rollover benefits you.

You typically get more investing options.

The fees with an IRA are typically lower than what your 401k plan will charge you after you leave your job.

Your Future-Funded Ministry.

This new way of thinking will impact you, your church or your ministry with a new word, and most importantly, a new Kingdom-minded definition for retirement.

Your personality impacts your investing.

The Analyzer will help you choose a Professionally Managed Investment Portfolio.

Am I in the right investment?

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.

To set up your account and begin your rollover request,
please click the button 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.