2018 DC Record Keepers Report
Annual P&I ranking of the largest DC recordkeepers by sponsors, participants and assets.
The new tax law raised your paycheck — here’s how to handle the extra money
Voya’s Mike Berry offer tips on the unique savings offerings many consumers now have given an increase in their take-home pay under the new tax law.
How to Maximize Your Savings Under the New Tax Law
Voya Financial Advisors president Tom Halloran highlights notable adjustments to the U.S. tax law that could benefit a consumers saving strategy.
7 Great Ways to Earn Extra Cash in Retirement
Voya Financial Advisor Holly Kylen featured in a story on opportunities for retirees to earn extra income during retirement.
4 tips for wisely managing retirement savings
Voya Financial Advisor Marilyn Timbers provides advice for consumers on how to best allocate retirement income.
Voya Increases Targeted Communications with Personalized Videos
News of the launch of Voya’s personalized account videos now available to retirement plan participants.
Independent broker-dealers are stepping up their game on recruiting from the wirehouses
Voya Financial Advisors President Tom Halloran focusses on the transition of wirehouse reps moving to independent broker-dealers.
Preparing for a life after death: A guide for parents of adult children with special needs
Head of Voya’s Advanced Planning Team Mike Berry provides financial guidance to parents of adult children with special needs.
Longevity and technology are transforming the way people retire
Voya partners with Quartz to communicate need for smart financial planning as longevity and technology provide more opportunities in post retirement life, and how Voya can help.
Giving Back: Creating a Financial Strategy for your Aging Parents
Voya Financial Advisor Holly Kylen featured in an article on tips for creating a financial strategy for aging parents.
Measuring Employees’ Retirement Readiness Is Imperative for Businesses
Chris Lange, SVP, digital solutions and Tom Armstrong, VP, customer analytics and insights, discuss effective measurements of retirement readiness and what providers are doing in the digital space to support helping participants.
An important consideration: financial planning for the special needs community
Voya Financial Advisors president Tom Halloran provides special needs financial planning considerations for advisors to discuss with their clients.
Jim Nabors Gave Everyone A Lesson About End Of Life Documents
Head of Voya’s Advanced Planning Team Mike Berry offers considerations for “end of life documents” when creating ones’ holistic financial plan.
Building Rapport with Partnered Clients: How to Bring Both into the Retirement Planning Conversation
Voya Financial Advisor Marilyn Timbers offers tips for advisors on how to engage both partners in financial planning discussions.
3 Unique Financial Issues for Special Needs
Voya Financial Advisors president Tom Halloran discusses the unique financial planning considerations for individuals with special needs and disabilities, along with their caregivers.
5 ways to help employees with special needs dependents
Tax Exempt Markets president Heather Lavallee provides opportunities for employers to structure workplace benefits to accommodate individuals and caregivers with disabilities.
Old-fashioned retirement advice still works
Voya’s head of Behavioral Finance Rick Mason shares findings from latest research and working paper.
Helping to Meet Participants’ Goals
Profile on the State of Michigan, for which Voya is plan sponsor and recordkeeper and success of the “Small Steps” auto-escalate campaign to help increase plan participation and savings.
Auto Enrollment Default Savings Rate Increase Does Not Discourage Participation
Feature on Voya’s research study revealing a high automatic enrollment default savings rate does not deter participant enrollment, contrary to most employers’ outlooks.