Client Support for Plan Sponsors - Standard Services

  • Online payroll administration
  • Loan repayment processing
  • Loan default monitoring
  • Loan interest rate modeling
  • Document services
  • Plan amendments and restatement 1
  • Non-discrimination and top heavy testing
  • Contribution calculations2
  • Preparation of required notices
  • Plan design consulting
  • Form 5500 and 8955-SSA preparation
  • Plan audit assistance
  • Plan Health tool

All three Program service providers have a combined 80 service standards, some with risk of financial penalty. 3 

 

Participant Experiences

The Program provides each participant with the personalized, targeted and actionable messaging across multiple touch points. We provide information your employees need when and how they want it - via phone, email and online.

Online Education

  • myOrangeMoney® retirement calculator, an online experience designed to estimate monthly retirement income.
  • Educational materials, articles and case studies

Personalized Services

  • Call Center
  • Education Seminars
  • Online enrollment experience and planning support
  • In-Plan advisory services and Social Security guidance4

Holistic Planning

  • Planning resources and individualized financial advice5

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 All performance standards are subject to the submission of relevant data and/or requests in “Good Order” as defined in the Agreement between Voya Financial and the ABA Retirement Funds. Mercer Trust Company and Schwab are subject to service standards not represented above.

4 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.

5 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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