With a team-driven retirement readiness approach, industry-leading fiduciary solutions and robust reporting capabilities, we give your retirement planning business the comprehensive support you need to grow.

Flexible plan design

With Voya, you can give your clients a plan that fits their unique needs. Create your own custom-designed plan, whether it’s a 403(b), 401(a), 457 or 401(k). We can be your sole investment provider or work with your existing financial partners.  You’ll have a choice of mutual fund products, actively managed funds, asset allocation (lifestyle) funds and more. You can even choose from bundled or individual services.

Retirement readiness approach

Our retirement readiness approach allows you to demonstrate your value by expanding financial education and planning opportunities to all employees.  Voya’s online and onsite retirement readiness resources complement your practice and free you up to concentrate on growing your business.  Our approach allows you to offer your clients in-plan support and out-of-plan personal financial guidance. And, you can control the level of support to best complement your practice.


This innovative experience on Voya’s participant website will change the way your clients manage and interact with their savings. myOrangeMoney provides an interactive view of retirement income potential based on factors including current account balance, employee and employer contributions, outside assets, and Social Security income.  Customers can model and change their contribution percentage(s) directly from this view to demonstrate the immediate impact of their contributions on their ability to generate future retirement income – opening the door for retirement planning discussions with your clients.



Personal financial dashboard

This online personal financial planning and budgeting resource helps your clients better organize, integrate and manage all of their financial information on one comprehensive, digital platform. The dashboard allows individuals to populate their financial information and connect various accounts — such as checking, savings, credit cards, mortgage, insurance and retirement. It also allows them to set goals, monitor progress, create budgets, track spending, learn more about possible solutions and receive assistance or advice.

Personal financial dashboard

Fiduciary solutions

Our fiduciary solutions help you navigate complex requirements with confidence, ease and accuracy.  Voya’s strategic relationship with Morningstar Associates, LLC1 gives you access to services and support designed to make fiduciary responsibilities easier to manage. With Portfolio Blueprint 3(21), Morningstar Associates acknowledges its role as a fiduciary, and Portfolio Blueprint 3(38) and Portfolio Blueprint DB offer additional options and levels of fiduciary support.

Robust reporting capabilities

Through our robust reporting capabilities, we can work together to monitor plan health, identify areas for improvement and implement strategies to advance the benefits of the plan and retirement readiness of its participants.

1 Morningstar Associates, LLC ("Morningstar Associates") is a registered investment advisor and a wholly owned subsidiary of Morningstar, Inc. The Morningstar name and logo are registered marks of Morningstar, Inc.  The Voya family of companies are not affiliated with the Morningstar family of companies and receive no fee or other direct financial benefits from Morningstar in connection with the use of its services.

Products and services offered through the Voya® family of companies