Open An IRA

Fully Fund Your Future with the New Envoy IRA

A Completely Redesigned, Faith-Based IRA from Envoy Financial.

Our team of advisors will help get your IRA set up in no time. Just a 15 minute conversation to identify your goals will help us tailor a plan that’s perfect for your organization and staff! Get planning today!



Set Up an IRA Planning Meeting

What all do you get out of our IRA program?

Envoy IRA Program

Needs of Your Organization

Has few or 1 location(s)

No

$6,000

Yes, $1,000

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

No

No

Type of Organization

Plan Setup Expenses

Annual Contribution Limits

Annual “Catch-Up“ Contributions Allowed for Individuals Over 50

Available for Paid Employees

Available for Volunteer Staff

Professionally Monitored Investment Options

Pro-life Screened Investment Options

Online Account Dashboard

Access to Online Support and Customer Service Team

Account to Online Retirement Education

Access to Online Retirement Education

Employer Can Directly Contribute

Administrative Burden to Organization



Set Up an IRA Planning Meeting