CRC Planning

An Envoy Financial representative will be contacting you to schedule your telephone enrollment or Envoy Connect appointment.

The following sections provide information about your plan, enrollment presentations, retirement plan booklet and enrollment instructions, funds lists, available asset management programs, your enrollment or Envoy Connect appointment, and contact information for Envoy Financial.

Notes:

Some of the following files are large and may take time to load on your computer, depending on your Internet connection speed.
Depending on your version of Flash Player, you may be requested to update the player in order to play the presentation.
If a presentation loads but does not start automatically, click on Stop and then on Start to re-launch the presentation.

Please click the links to access the following for your retirement plan:

Retirement Plan Presentations:

The Retirement Plan Presentation provides detailed information about your plan and why your leadership has implemented the plan for the organization.  The Roth Presentation provides in-depth explanation of the new Roth provision and how it can impact your taxes today and in the future.

Recorded Grace To Go Enrollment Presentation
Roth Presentation (Flash presentation)

Retirement Plan Enrollment Book:

Your Redefine Retirement enrollment book contains information about your organization's retirement plan.  (There are also an Investor Profile and a Risk Questionnaire that you will need to complete prior to your enrollment appointment.)  The fund pages provides detailed information about the designated mutual funds available for you in your plan.  The Summary Plan Description provides the full details of your plan in easy-to-understand language.

Redefine Retirement Enrollment Book - Education Pages (PDF) (Note: This is a standard Nationwide enrollment book.  Some of the features outlined in the book may not apply to your plan.  Please check with your HR Department for full plan details.  The summary Plan Description also provides full information about your plan.)
Retirement Plan Enrollment Book - Fund pages (PDF)
Summary Plan Description (PDF)
Enrollment Instructions (PDF)

Asset Management Information:

For some people, the thought of managing their retirement savings investments is too daunting, too time consuming, or too challenging for any number of other reasons.  The Grace To Go retirement plan includes an optional feature called Asset Management.  Under this program, your account is actively and professionally managed by an outside firm to achieve the goals you have determined.  Each of the following brochures (PDF format) provides information on the Asset Management programs available to you in your retirement plan.

Meeder Financial MAP Brochure
Portfolio Strategies Inc. Plan Participant Brochure
PSI Guardian Portfolios Flyer
PSI Guardian Brochure
CLS Plan Participant Brochure

Your Telephone Enrollment or Envoy Connect Appointment:

Your retirement plan is an important benefit and tool for you as you prepare for your Future-Funded Service^TM - the day that the paycheck stops, but the call to service remains.  At Envoy Financial, we are committed to helping you prepare for retirement and assisting you with other financial stewardship needs.

Your telephone enrollment or Envoy Connect appointment with an Envoy LifeStage Specialist will last between twenty and thirty minutes.  During the call you will enroll into the Grace To Go retirement plan or review and update your information.  Please be prepared with the following:

Your latest statements from other retirement and savings accounts
The name of the person(s) you desire to be your beneficiary; and

Any other questions you have

Contacting Envoy Financial:

If you have any questions regarding your retirement plan, please contact Envoy Financial in one of the following ways:

We look forward to serving you and all your financial stewardship needs.

Envoy Financial
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