“Thank you! I appreciate your time and effort to wade through the various pieces of info we had to work with. It encouraged my heart to hear you say the staff would lift us up in prayer.”
— Erica, Irvine, CA
TPA & Recordkeeping Service
At Envoy Financial, we understand the challenge of providing proper fiduciary oversight to your retirement plan when you don’t have the right tools.
Envoy TPA & Recordkeeping, Inc. supports the accounting and management of retirement plans by delivering accurate, timely, and relevant information using industry-leading technology. Tools and reports available on the Envoy Choice Retirement Plan platform are second-to-none and simplify providing oversight to your retirement plan. Envoy TPA & Recordkeeping, Inc.’s demonstrated 403(b) expertise, proven systems, and capacity are already supporting many leading 501(c)(3) organizations. We can help your organization as well.
Envoy TPA & Recordkeeping, Inc. provides TPA and Recordkeeping services for plan sponsors, either in conjunction with retirement plan administration or as standalone services. Envoy TPA & Recordkeeping, Inc. can assist your organization by providing all or any of the following:
In addition, we have available: