RESOURCES

Need help? You don’t have to do it alone, resources are available.

Need help? You don’t have to do it alone, resources are available.

Live One-On-One Support:

Be Ready!

Connect with a Financial Advisor1 one-on-one to discuss your money matters (e.g., managing school debt, preparing for retirement) and receive a free Financial Snapshot2 prepared just for you.

Assess Your Investment Strategy

Connect with a financial representative who can give you in-plan investment guidance, Professional Management, and provide you with a Retirement Evaluation.3 There is an additional fee for this service.

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Call 844.253.8692 to speak with someone one-on-one today.

Online Planning Tools:

Personal Financial Dashboard

This free planning tool helps you organize your finances and assists you in making more educated money decisions. Log in to your Program account at www.abaretirement.com and visit the Personal Financial Dashboard, which is shown under the Did You Know section on the participant login homepage.

Online Advice4

Get personalized recommendations you can implement yourself, at any time, using
Online Investment Advice and Financial Guidance tools. and the online tools. This service offers investment recommendations, retirement income forecasts and quarterly Retirement Updates, all at no additional cost. Log in to www.abaretirement.com and click the Voya Retirement Advisors (VRA) link.3

The Financial Wellness Experience

Take the quiz today and gain insight that will help you take meaningful actions for your financial future. To access, log in to your Program account at www.abaretirement.com and click the Financial Wellness Experience tab at the top left hand side of the web page. 

Resources

Internal Revenue Service:
www.irs.gov 

Medicare:
www.medicare.gov

Social Security Administration:
www.ssa.gov

  1. Financial Advisors are Investment Advisor Representatives of, and offer securities and investment advisory services through Voya Financial Advisors (VFA), Inc. (Member SIPC).
  2. For more complex situations, your VFA Advisor can design a complete financial plan for a fee of up to $1,500. Neither the Financial Snapshot or the full financial plan include investment recommendations for in-plan assets.
  3. Advisory Services provided by Voya Retirement Advisors, LLC (VRA). VRA is a member of the Voya Financial (Voya) family of companies. For more information, please read the Voya Retirement Advisors Disclosure Statement, Advisory Services Agreement and the ABA Retirement Funds Program’s (the Program’s) Fact Sheet. These documents may be viewed online by accessing the advisory services link(s) through the Program’s website at www.abaretirement.com after logging in. You may also request these from a VRA Investment Advisor Representative by calling the Program’s information line at 800.348.2272. Financial Engines Advisors L.L.C. (FEA/Financial Engines) acts as a sub advisor for VRA. FEA is a federally registered investment advisor and wholly-owned subsidiary of Edelman Financial Engines, LLC. Neither VRA nor FEA provides tax or legal advice. If you need tax advice, consult your accountant, or if you need legal advice, consult your lawyer. Future results are not guaranteed by VRA, FEA or any other party, and past performance is no guarantee of future results. Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All other marks are the exclusive property of their respective owners. FEA and Edelman Financial Engines, L.L.C. are not members of the Voya family of companies. ©2019 Edelman Financial Engines, LLC. Used with permission.
  4. An individual must also have a minimum of $5 in their account to be enrolled in advice.

ABA Retirement Funds Program I A Different Kind of Retirement Plan
800.348.2272  www.abaretirement.com
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