Voya Retirement U for AdvisorsTM

Voya Retirement U for AdvisorsTM (Retirement UTM) is designed to help you sharpen your skills and build stronger relationships with personal retirement clients and defined contribution clients.

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IRS Updates Model 402(f) Notices

October 11, 2018

Plan administrators of qualified plans, 403(a) plans, 403(b) plans, and governmental 457(b) plans are required to provide a written…

House Passes Family Savings Act

October 11, 2018

On September 27, 2018, by a vote of 240-177, with 10 Democrats supporting the bill, the House of Representatives passed the Family Savings…

DOL Sends Proposed Association Retirement Plan Rule to OMB

October 11, 2018

On September 23, 2018, the Department of Labor’s (DOL’s) Employee Benefits Security Administration sent to the Office of Management and…

*Practical Perspectives, Advisors Working with Retirement Clients, April 2016