Sponsor Web Information

Sponsor Web is a suite of powerful, web-based applications to help you manage plan activity and share data with the ABA Retirement Funds Program.  Click here to login to your account. Here are some helpful user guides for your reference: PayrollAdmin User Manual Plan Access User Manual Reporting User Manual


R2 Share Class Fund Performance

MONTHLY FUND PERFORMANCE Current Statement August 2019 July 2019 June 2019 May 2019 April 2019 QUARTERLY FUND PERFORMANCE Current Statement Q2 2019 Q1 2019 Q4 2018 Q3 2018 Q2 2018


Self Directed Brokerage Option

Participants may directly invest their retirement plan assets in publicly-traded securities and mutual funds through the Self-Directed Brokerage Account (“SDBA”). With the SDBA, participants can create investment portfolios that uniquely reflect their own retirement planning needs and objectives. This option allows participants to select from various investment possibilities and execute trades through the discount brokerage … Continued


Educational Presentations and Webinars

The Program frequently hosts educational presentations and webinars on a variety of retirement related topics. Our presentations and webinars are recorded and posted to this website for ongoing viewing.  Please check frequently for updates.  If you would like to be invited to these presentations and webinars in the future, please contact us at joinus@abaretirement.com.


Retirement Plan Sponsor Services

The ABA Retirement Funds has contracted with Voya to provide recordkeeping services and technology typically made available to large corporate plans. Voya’s dedicated and experienced service team is committed to helping you keep your plan running smoothly. Our services – offered at no additional cost to your firm – include:SELECT SERVICES AVAILABLE THROUGH THE PROGRAMCONVERSION … Continued


Tier I Pre-Mixed Diversified Funds

Retirement Date Funds The Collective Trust offers the following 10 Retirement Date Funds, a group of diversified investment funds each of which makes investments among different asset classes and is designed to correspond to a particular time horizon to retirement: Income Retirement Date Fund, 2020 Retirement Date Fund, 2025 Retirement Date Fund, 2030 Retirement Date … Continued


Retirement Plan Sponsor Services

The ABA Retirement Funds has contracted with Voya to provide recordkeeping services and technology typically made available to large corporate plans. Voya’s dedicated and experienced service team is committed to helping you keep your plan running smoothly. Our services – offered at no additional cost to your firm – include: SELECT SERVICES AVAILABLE THROUGH THE … Continued


Retirement Investment Options

The Collective Trust offers the following 10 Retirement Date Funds, a group of diversified investment funds each of which makes investments among different asset classes and is designed to correspond to a particular time horizon to retirement: Income Retirement Date Fund, 2020 Retirement Date Fund, 2025 Retirement Date Fund, 2030 Retirement Date Fund, 2035 Retirement … Continued


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