Tom Lau Email

Director Recordkeeping and Client Services . Envoy Financial

Colorado Springs, CO

Location

Current Roles

Employees:
38
Revenue:
$6.4M
About
With over 20 years of retirement plan design experience and recognized expertise in the 403(b)/401(k) marketplace, we partner with Plan Sponsors to implement high-impact retirement plans that engage, educate and equip participants for a lifetime of service. When we define “retirement” as the development of a Future Funded Ministry Plan, we separate ourselves from those who only see it as preparation for a time of inward focus and personal pleasure. Retirement is “not only a reward for past service, but also a stepping stone to future ministry.” This is certainly a key distinguishing characteristic of Envoy Financial. Our Envoy Choice plans enable you to choose confidently, invest boldly, and manage easily. Our expertise includes: total universe of funds, faith-based investments, Third Party Administration and Recordkeeping, service capacity and advanced online tools. We provide cost-effective retirement plans that deliver high-impact results. The corporate entities providing these services include: Envoy Financial, Inc., Envoy Advisory, Inc., Envoy TPA and Recordkeeping, Inc. * Envoy does not approve or endorse any third-party communications posted on this site.
Envoy Financial Address
5333 N Union Blvd
Colorado Springs, CO
United States

Past Companies

Envoy FinancialDirector of Recordkeeping and Client Services
Envoy FinancialDirector of Recordkeeping Services
Envoy FinancialRecordkeeping Specialist

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