• Tax Sheltered Annuities

    Envoy Plan Services is the third party administrator for Murrieta Valley Unified School District's 403/457(b) Annuity Program. While the district does not endorse, recommend, or approve any service provider company selling 403/457(b) investment products, Envoy Plan Services provides a listing of vendors to provide general information as a service to our employees. 

    Envoy plan services requires a $ 2.50 per month fee, some of the approved 403/457(b) vendors/providers cover this monthly fee for the participant/employee. Some providers do not.  Here is a list detailing when the provider/vendors pay this fee and when the participant/employee will pay this fee.  Envoy fee list provider vs participant paid  

    Envoy Plan Services processes all transfers and exchange transactions. Salary Reduction Agreement forms are available on the Envoy Plan Services website.

    Access the Envoy Plan Services website here.

    Contact Envoy Plan Services

     
    Mail:
    Envoy Plan Services
    c/o TSACG
    73 Eglin Parkway NE, Suite 202
    Fort Walton Beach, FL 32548
    Phone:
    800-248-8858
    Fax:
    877-513-2272
    Email:

    Links

Last Modified on January 3, 2023