RESOURCES

HEADER BACKGROUND TAN COLOR
Resources

Live One-On-One Support:

Be Ready!

Connect with a Financial professional1 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.

Phone headset icon

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 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. This service offers investment recommendations, retirement income forecasts, and quarterly Retirement Updates, all at no additional cost. Log in to abaretirement.com and click the Get Professional Advice 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 abaretirement.com and click the Financial Wellness Experience link. 

Additional Resources

 

Internal Revenue Service:
irs.gov 

Medicare:
medicare.gov

Social Security Administration:
ssa.gov

Man on computer
  1. Financial professionals 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 Representative 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 (“Program’s”) Fact Sheet. These documents may be viewed online by accessing the advisory services link(s) through the Program’s web site at 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”) acts as a sub advisor for VRA. FEA is a federally registered investment advisor. 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. Edelman 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, LLC are not members of the Voya family of companies. ©2022 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.

    IMPORTANT: Forecasts, projected outcomes or other information generated regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. In addition, results may vary each time a forecast is generated for you.

ABA Retirement Funds Program I Built by LAWYERS, Powered by PROS®
800.348.2272
abaretirement.com
© Copyright 2022 ABA Retirement Funds Program. All Rights Reserved.