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Forms, Tools and Resources

Plan Administrator Line

Customer Service Associates (CSAs)

Available to assist you Monday through Friday, 8:00 a.m. to 8:00 p.m. ET..

800.752.6313

The Program assists with the administration of the plan. You, as a Plan Administrator, can contact the Program through the toll-free Plan Administrator Line. This line will give you direct access to Customer Service Associates (CSAs) who will answer your questions about the administration and management of the plan. For your convenience, so you don’t have to make more than one call, you can also access information about your personal account from this line. In general, if you are calling about your personal account you can transfer to the Customer Service Center by pressing 2 on your touch-tone phone.

 

 

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© 2018 ABA Retirement Funds - All Rights Reserved.
Registered representatives of and securities offered through Voya Financial Partners, LLC (Member SIPC)

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: contactus@abaretirement.com.

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.

MENU
  • Eligibility & Data Changes
    • Enrolling a Participant in the Plan
    • Investment Elections
    • Beneficiary Designations
    • Participant Data Changes
  • Contributions
    • Participant Contributions
    • Employer Contributions
    • Submitting Contributions & Loan Repayments
  • Investment Election Changes & Transfers
    • Changing Elections
    • Transferring Funds
    • Account Reallocations
    • Opening an SDBA
  • Accessing Funds
    • Loans
    • Hardship Withdrawals
    • In-Service Withdrawals
    • Distributions
    • Death Claims
  • QDROs
    • Steps for Processing QDROs
  • Compliance & Communications
    • Participant Communications
    • Plan Administrator Communications
    • Plan Testing
    • Form 5500 Reporting
    • Compliance Checklist
  • Plan Termination
    • FAQ
    • Participants Rights
    • Filing and Letters
  • Forms, Tools, & Resources
    • Sponsor Web
    • Forms
    • Important Plan Documents
    • Calendar
    • Plan Administrator Line
    • Customer Contact Center
    • Program Website
    • Mail and Email
    • Investment Advice
  • Solo Plans
    • Managing Your Roles
    • Tax Benefits
    • Calendar of Events
  • Glossary
  • Site Map
  • About This Guide
  • Participant Tasks
  • Plan Administrator Tasks