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

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