Why should you consider a rollover?
If you’re like many people, you’ve had more than one job and saved in more than one workplace retirement plan. Your money may still be with former employers, or you may have an individual retirement account – or both. Managing multiple retirement accounts can be a real challenge – it eats up time and makes it harder to gauge your progress. Consolidating your retirement savings comes with the following advantages:
One statement to review 
| One ID & password to remember 
| One point of contact for support 
| One account to manage 
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Rolling over your accounts is a very simple process.
Gather your account statements and contact information from former employers, qualified plans, and any IRAs you may have.
Contact the financial institutions noted in the gathered documents to initiate the withdrawal process. Request that your check(s) be made out to the ABA Retirement Funds Program and mailed directly to you.
Download a Rollover Form. Mail the check(s) and form(s) to the ABA Retirement Funds Program at the address noted on the form. Funds will be deposited into your account the day they are received.
Call the Account Consolidation Team at 866.865.2660. The team will be your single point of contact and will help manage the entire rollover process. They will:
- Assist you with all of the transfer paperwork.
- Call your former investment provider to initiate the transfer.
- Monitor the status of your transfer and provide confirmation that we received your rollover money.
Please carefully consider the benefits of existing and potentially new retirement accounts and any differences in features. Rollover assets may be subject to an IRS 10% premature distribution penalty tax. Consult your own legal and tax advisors regarding your situation.
Please read the Annual Disclosure Document (April 2025) carefully before investing. This Annual Disclosure Document contains important information about the Program and investment options. For email inquiries, use: contactus@abaretirement.com and include your 6-digit plan number.
Registered Representative of Voya Financial Partners, LLC (Member SIPC).
Voya Financial Partners is a member the Voya family of companies (“Voya”). Voya, and the ABA Retirement Funds are separate, unaffiliated entities, and not responsible for one another’s products and services.