The ABA Retirement Funds has contracted with Voya to provide recordkeeping services and technology typically made available to large corporate plans. Voya’s dedicated and experienced service team is committed to helping you keep your plan running smoothly. Our services – offered at no additional cost to your firm – include:
SELECT SERVICES AVAILABLE THROUGH THE PROGRAM
CONVERSION AND PLAN IMPLEMENTATION SERVICES:
Plan design consultation
Preparation of conversion year Form 5500
Cash and/or In-kind conversion
Transfer of assets and loans
EDUCATION ON TOPICS SUCH AS:
Daily valuation and reconciliation
Elapsed time vesting calculations
Ongoing monitoring of participant data
Signature-ready Form 5500
Non-discrimination testing (ADP/ACP)
Top heavy testing
On demand reporting
24/7 Access to investment information
Contribution and loan repayment submission
Annual calendar with important dates
Report Card highlighting annual activities
Program customized plan administrator bulletin
The Retirement Plan Library binder to keep all of your Program documentation at your fingertips
*All ABA Retirement Fund Program fees are allocated to each investment option (excluding brokerage accounts) and are reflected in each Fund’s expense ratio. These fees are the only costs charged to participants (or employers) for participating in the Program. There are no additional costs to the employer or out-of-pocket expenses for participants. Clients may incur additional expenses through the use of outside service providers, such as a TPA, or CPA to support their plan design or responsibilities as a plan sponsor. Participants may incur costs by opting for certain advisory services or by utilizing the self-directed brokerage account option.
Please read the Program Annual Disclosure Document (April 2017), as supplemented (July 2017), carefully before investing. This Disclosure Document contains important information about the Program and investment options. Contact us at: firstname.lastname@example.org.
Voya Financial Partners, Voya Retirement Advisors, Voya Financial Advisors are members of the Voya family of companies (“Voya”). Voya, the ABA Retirement Funds, Mercer Trust Company, TD Ameritrade, and state and local bar associations are separate, unaffiliated entities, and not responsible for one another’s products and services.