About Us

Company Overview

Envoy Plan Services

Company Background

Envoy Plan Services, Inc. (Envoy) is a privately held California-based corporation founded solely for the purpose of providing retirement plan consulting, compliance, and administration services to eligible governmental employers, including public school systems and colleges.

Our company was formed in 1997 to develop services that were unavailable to employers at that time. A new need for such services was established as a result of the compliance concerns of the Internal Revenue Service and their auditing activities.

Envoy’s experience with public school systems in the 403(b)/457(b)/401(a) arena was a key factor in our ability to develop services, which are tailored to their special needs and work environment.
Employee awareness and educational materials utilized as part of our services are designed to enhance the perception and acceptance of this important employee benefit.

Mission Statement

Envoy is committed to providing superior plan compliance and administration services to our clients. We continue developing and maintaining state-of-the-art information systems for plan sponsors and employees, which ensures the viability of their retirement savings programs. Envoy serves clients by providing the right solutions to fit each individual client’s needs. We are continually broadening our approach to professional representation, ethical standards, and comprehensive performance of our duties in the service of our clients.

Quality Standards

The nature of compliance administration services requires a firm commitment to the maintenance of due diligence efforts. Envoy has consistently utilized the services of independent authoritative sources to evaluate the quality of its product. Employees are required to be actively involved in academic and professional accreditation programs to further their abilities in effectively servicing our clientele.

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