“Just got off the conference call for the Form 5500 webinar. Thank you for putting these on, very helpful!”
— Trinity Fellowship Church, Amarillo, TX
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: