The key to a successful retirement plan is employee participation. And the key to participation is using an engaging and informative employee communications strategy that helps illustrate the value of the benefits you provide. The Program has developed a suite of participant services that meets the specific needs of the legal community and focuses on key areas including enrollment, education, ongoing support, communication, and investment advice.
PLAN PARTICIPANT SERVICES
Comprehensive enrollment kit
Self-directed brokerage account kit
Onsite one-on-one advice
Continual group and one-on-one sessions
EDUCATION ON TOPICS SUCH AS:
Setting a retirement goal
Reviewing your asset allocation
Developing a strategy
Introduction to personal finance
Creating a budget
Planning for people nearing retirement
ONGOING SUPPORT AND COMMUNICATION:
Obtain account balance and unit values
Update investment elections and allocations
View fund performance and fund information
View personal rate of return
‘Did you know’ series electronic newsletter
Customize and view quarter account statement
Make calculations and obtain other financial education
Program-customized Perspective newsletter
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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.