Plan Sponsor Webinar Archive
Envoy webinars have been created to provide solutions to key areas, whether reducing costs, increasing efficiency, or ensuring regulatory compliance. To register for an upcoming webinar, click here.
Envoy Financial webinars are available at no cost to you and members of your ministry team as part of our commitment to serve ministries with relevant and timely benefits information. To view a webinar recording, click the title link.
New DOL Fee Disclosure Requirements and How They'll Impact Your Retirement Plan
Original webinar date: May 3, 2012
Plan Oversight Committee #3: The First Meetings - Preparation: Getting Ready To Get Going
Original webinar date: November 10, 2011
Plan Oversight Committee #2: Using the RPOC Manual
Original webinar date: October 5, 2011
Plan Oversight Committee #1: The Five Needed Elements
Original webinar date: September 8, 2011
Non-ERISA 403(b) Retirement Plan Webinar: Change of Record keeper, Custodian and Investment Platform
Original webinar date: July 21, 2011
ERISA 403(b) Retirement Plan Webinar: Change of Record keeper, Custodian and Investment Platform
Original webinar date: April 13, 2011
8 Retirement Plan Realities #5: You Must Work Closely With Your Plan Provider & the IRS Will Audit Your Plan
Original webinar date: July 14, 2011
8 Retirement Plan Realities #4: You Must Provide Investment Choice and Educate
Original webinar date: June 9, 2011
8 Retirement Plan Realities #3: You Must Have A Retirement Plan Oversight Committee
Original webinar date: May 12, 2011
8 Retirement Plan Realities #2: You Must Be Engaged and Have an Internal Plan Administrator
Original webinar date: April 7, 2011
8 Retirement Plan Realities #1: You Are A Fiduciary
Original webinar date: March 10, 2011
Retirement Plan Philosophy: Why Do We Need A Retirement Plan Anyway?
Original webinar date: February 9, 2011
What Not Complying With the New 403(b) Regulations Will Cost Your Organization
Orignal webinar date: September 23, 2010
Dangers of Non-Compliance with New 403(b) Regulations
Original webinar date: March 18, 2010
Foreign Income Tax Exclusion for Missionaries
Original webinar date: November 17, 2009