Investment Advice Fees

ABA Retirement Funds has engaged Voya Retirement Advisors, LLC (VRA), an investment adviser registered under the Investment Advisers Act of 1940, as amended, an affiliate of Voya, to provide certain advisory services to Participants. VRA provides investment advice and managed account services delivered by telephone through Investment Advisor Representatives at the VRA call center or by an Internet-based website. We refer to these services as Online Advice and Professional Management.

Online Advice
online adviceThis tool is a web-based service for the investor seeking advice to help make his or her own decisions. Participants access this service from their participant accounts by selecting advisor services provided by Voya Retirement Advisors, LLC from the Resource Center menu after logging on. After connecting to the Online Advice participants can follow the simple instructions at their own pace. Online Advice will display:

  • A retirement forecast based on the participant’s current choices
  • Investment and savings recommendations for the participant’s ABA Retirement Funds Program account
  • No additional fee

Participants can use the interactive tool to see how changes to investment risk, contributions or retirement age can affect their financial outlook. Once they receive advice, they can simply click a button to implement the advice. The service is available to use at no additional cost whenever participants need to review or change their savings and investment strategies.

Click here to see a brief demo of the advisory services offered by Voya Retirement Advisors.
Professional Management
professional managementThis service is designed for the participant who would rather have an investment professional proactively manage their retirement savings plan account. If a participant decides to enroll in the Professional Management program, their ABA Retirement Funds Program account will be charged monthly, based on an annual fee (see table below). For more information about our Voya Professional Management program, please request a copy of our advisory services sales flyer from your Program Representative, or click on the associated link on the right.

Professional Management includes:
  • One-on-one service
  • Licensed and trained VRA Investment Advisor Representative
  • Free consultation, no obligation
  • Low asset-based fee
  • Participant can cancel at any time

Advised Acct. Balance

* Voya Retirement Advisors takes fiduciary responsibility for its advice.

Advisory Services provided by Voya Retirement Advisors, LLC (VRA) for which Financial Engines Advisors LLC acts as sub advisor. Financial Engines Advisors(R), LLC (FEA) is a federally registered investment advisor and wholly owned subsidiary of Financial Engines, Inc. Neither VRA nor FEA provides tax or legal advice. If you need tax advice, consult your accountant or attorney; if you need legal advice, contact your attorney. For more information about VRA services, please read the Voya Retirement Advisors Disclosure Statement. A Disclosure Statement may be viewed online by accessing the advisory services link(s) through your Plan’s Website or may be requested from a VRA representative by calling your Plan Information Line.

Financial Engines(R) is a registered trademark of Financial Engines, Inc. Used with permission.

FEA is not a corporate affiliate of Voya Retirement Advisors, LLC or Voya Institutional Plan Services, LLC. Neither Voya Retirement Advisors, LLC nor FEA guarantees results and past performance is no guarantee of future results.

Already a Program participant? Click here  to log into your account and connect with advisory services offered by Voya Retirement Advisors

Voya Advisor Flyer

View the Program’s advisory services flyer

Click here to view a demo of the advisory services provided by Voya Retirement Advisors

Already a Program participant? Click here to log into your account and connect with advisory services offered by Voya Retirement Advisors

Please click here to view the latest Program investment information.

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