Step 3

Thank you for taking the time to fill that out. At this point Envoy needs to take the info you sent us and generate a proposal for you. Our Director of Retirement Plan Sales will review and approve a proposal for you. This process is generally very fast. We typically send out a proposal as soon as an hour within submission and as late as 2 business days.

Keep an eye on your inbox for your proposal and new instructions for how to continue. Again, thank you for your time.