The Program’s dedicated service teams deliver everything you need to keep your plan running smoothly:

• Online payroll administration

• Loan repayment processing

• Loan default monitoring

• Loan interest rate modeling

• Document services

• Plan amendments and restatement 1

• Fiduciary Services

• Non-discrimination and top heavy testing

• Contribution calculations²

• Preparation of required notices

• Plan design consulting

• Form 5500 and 8955-SSA preparation

• Plan audit assistance

• ProgramPay

We also have 80 service standards that are agreed to by Program service providers, some at risk of financial penalty. 3

1 For pre-approved plans
² Contribution calculations do not include cross-testing or new comparability. If those calculations are requested, the plan sponsor would need to engage a third party / actuary at their own expense. The Program has negotiated preferred pricing with a third party administrator.
3 As of 1/1/2024. Per the Program Services Agreements which ABA Retirement Funds has with Voya, Mercer and Schwab.

High touch interaction focused on the needs of Program Plan Sponsors

Our experienced plan administrator support team is ready to answer your questions whenever you have them – by phone or online. The program focuses on the needs of your participants.

Breaking down the ABA retirment fund program services.
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Online Education
Voya Cares® | myOrangeMoney tool | Educational materials, articles and case studies

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Personalized Service
Call Center | Education Seminars | Online enrollment experience and planning support | In-Plan advisory services and Social Security guidance

Holistic Planning
Planning resources and individualized financial advice²

Advisory Services by Voya Retirement Advisors, LLC (“VRA”). For more information, please read the Voya Retirement Advisors Disclosure Statement, Advisory Services Agreement and your plan’s Fact Sheet.
² Financial Professionals are Investment Advisor Representatives and Registered Representatives of, and offer securities and investment advisory services through, Voya Financial Advisors, Inc. (Member SIPC).

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