CLIENT SUPPORT FOR PLAN SPONSORS

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 restatements

• Non-discrimination and top heavy testing

• Contribution calculations¹

• Preparation of required notices

• Plan design consulting

• Form 5500 and 8955-SSA preparation

• Plan audit assistance

We also have 70 service standards2 that are agreed to by Program service providers, some at risk of financial penalty.

1 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, as requested.

2 Per the Program Services Agreements with Voya, Mercer and TD Ameritrade. As of 1/1/2019.

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.

Online Education
Voya Cares™ | myOrangeMoney tool | Educational materials, articles and case studies

Personalized Service
Call Center | Education Seminars | Online enrollment experience and planning support | In-Plan advisory services and Social Security guidance1

Holistic Planning
Planning resources and individualized financial advice2

1 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 Advisors 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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