The IRS says, "It's your plan, and your responsibility."
Envoy will help you meet it.

Federal audits of education 403(b) and 457 plans have become an IRS priority. The message is clear: Plan sponsors have to take their administrative and fiduciary responsibilities seriously. Envoy Plan Services has the expertise you need to meet your responsibilities and avoid serious IRS penalties in the event that your plans are ever audited. We'll conduct a complete review of your retirement plans, and keep you up-to-date on the changes in state and federal requirements that affect you.

Envoy is the expert in regulatory compliance so you don't have to be!

Compliance Services:

  • Conducting all discrimination, limitation and technical compliance testing
  • Auditing of all documentary and procedural administrative aspects
  • Development of compliance correction programs
  • Meeting 403(b) product registry and contribution processing statutes
  • Ongoing monitoring and updates on federal and state requirements
  • Assistance for employer in the event of an IRS audit

See how Envoy can help you:

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