Enrollment and Account Consolidation
Submitted by Matthew Wetmore on
Consolidate your Account:
To consolidate by phone call the Voya Account Consolidation team at 866-865-2660. They will provide you all of the information you need to compare plans and complete the consolidation process. In addition to de-selected SPPS 403(b) plans, you may also consolidate plans from previous employers so that all of your employer plans are in a single account.
Please carefully consider the benefits of existing and potentially new retirement accounts and any differences in features. Consult your own legal and tax advisors regarding your situation.
How to Enroll:
Before enrolling online, be prepared to provide the following:
- The amount or percentage of pay that you wish to contribute to the Plan: If you need help selecting contribution rates, you can contact one of the representatives above.
- The name of each person you wish to designate as your beneficiary: You may submit up to 10 beneficiaries online. If you have more than 10 beneficiaries, we suggest you contact a Voya Representative for assistance.
There are two ways you can enroll in the Plan:
1.Meet with your Voya® local financial professional.
Make an appointment with a local financial professional to enroll in the 403(b) plan. When you meet with your representative you can develop an asset allocation model to illustrate your investment and retirement objectives, decide how much to contribute to the plan(s), select investment options, and designate a beneficiary for your plan benefits.
2. Online enrollment.
Online enrollment is a quick and easy process. To get started, select the “Enroll Now” button on this page. Before enrolling online, be prepared to provide the name of each person you wish to designate as your beneficiary. You may submit up to 10 beneficiaries online. If you have more than 10 beneficiaries, we suggest that you contact a local financial professional for additional assistance.
While enrolling online, you will be offered electronic copies of a participant disclosure booklet, investment fact sheets, and other documents we are required by law to provide at enrollment. If you would prefer to review a hard copy of these materials, you can request them by contacting a local financial professional.
Not FDIC/NCUA/NCUSIF Insured I Not a Deposit of a Bank/Credit Union I May Lose Value I Not Bank/Credit Union Guaranteed I Not Insured by Any Federal Government Agency
Insurance products, annuities and retirement plan funding issued by (third party administrative services may also be provided by) Voya Retirement Insurance and Annuity Company, One Orange Way, Windsor, CT 06095-4774. Securities are distributed by Voya Financial Partners LLC (member SIPC). Custodial account agreements or trust agreements are provided by Voya Institutional Trust Company. All companies are members of the Voya® family of companies. Securities may also be distributed through other broker-dealers with which Voya has selling agreements. Insurance obligations are the responsibility of each individual company. Products and services may not be available in all states.