This is a newsletter meant to make you feel more connected to us and yet prepare you for what’s next.
Welcome to the very first edition of a series of newsletters we call “The Envoy Connection.” Each issue will contain a letter to our community, updates about our organization’s efforts, a chance to engage with us, and, most importantly, a breakdown of featured content we have recently published or updated just for you. This is a really exciting step forward for us. Our design in publishing this is to create a content experience you truly enjoy engaging with. More importantly, it’s meant to help deliver content that will lead you along your stewardship journey… whether it’s in the way you lead your organization or the way you lead your family. Our aim is to help everyone establish their own Future Funded Ministry through retirement.
What kinds of content will our newsletter feature?
In putting together content, we really had to ask ourselves… what should we share that clients really want to know. This newsletter will actually be a way to distribute a few main categories of content.
– Content for plan leaders looking to run their retirement plan with excellence.
– Content for businesses, churches and ministries who want to serve their staff well.
– Content for individuals looking to take their personal finances to the next level.
– Content for men and women who want to prepare their families for their future.
– Content for individuals who want to track the market and economy more closely.
If any of this sounds interesting to you… get subscribed!
We are committing to publishing new issues of this newsletter on a quarterly basis. Every three months, we will take all that has happened, all that we’ve published, and wrap it up into an easy-to-consume letter. When you subscribe, we will include you in our notification system. New notifications go out by email and will keep you informed as new content is published or other pieces have been notably updated.
Featured Content for the Spring of 2025
Related to Retirement Plan Administration
What you need to know about Form 5500 for 2025?
Most employer-sponsored retirement plans, such as 403(b) and 401(k) plans, pension plans, and health and welfare plans, must file Form 5500. However, retirement plans that are not subject to ERISA regulations are exempt. These exemptions may apply to plans with limited employer involvement or those sponsored by churches and government entities…
What do you know about the ERISA Fidelity Bond?
As per ERISA regulations, bonding is mandatory for anyone handling plan funds or property, including trustees, administrators, employees, and individuals exercising discretionary control over plan assets. The bond amount must be at least 10% of the funds handled, with a minimum requirement of $1,000 per plan…
Related to Personal Finances
Retirement Plan Leakage
For those working in fields like non-profits or ministry, financial instability can play a key role in retirement plan leakage. Many individuals in these roles face lower salaries compared to their counterparts in other sectors, which can limit their ability to save for retirement…
Why is it so important to update your beneficiaries regularly?
Choosing a beneficiary is not just about paperwork; it’s about ensuring your loved ones are cared for after you’re no longer around. By designating a beneficiary, you bypass the often lengthy and complex probate process, ensuring a smoother and quicker transfer of assets to your heirs…
We want to create something you will enjoy reading.
If you have feedback, please feel free to share it with our team. You can always email us at clientrelations@envoyfinancial.com. As we continue to expand our content library and publish new newsletters with helpful featured content, we want to make sure to speak and therefore serve the greater needs of those who read our content. Your insight and interests are valuable to us.
