Website Tools and Resource Guide
You know that planning for retirement is important.
And with the tools and resources available on the Program website, we make it easier!
Account Value Chart
See specific fund information and compare retirement balances and asset allocation between two points in time as you scroll over the bar graphs.
Here’s a quick overview of some of the tools and resources available.
After log-in, select Account and then select Account Value Chart under Account Summary in the navigation options on the left.
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Historical Fund Graph
Compare historical pricing at the fund level. Then customize the results using your own time frames.
After log-in, select Account and then select Plan Investments on the upper navigation bar. Choose Fund Prices from those options, then select Historical Fund Graph at the left.
Online Statement Generator
Generate an online statement to see historical account information from any date range during the previous 24 months.
After log-in, select Account and then select Statement in the drop-down menu.
Online Advice and
Professional Management*
Receive personalized advice to help you create a successful investment and savings strategy through Voya Retirement Advisors, LLC. You can access online advice any time.
After log-in, select
Education and Tools, then Investement Advice from the drop-down menu.
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My Retirement Outlook
Two powerful calculators in one simple tool can help you plan to make closing the retirement income gap easier.
After log-in, select Education and Tools and then Calculators in the drop-down menu.
The Retirement Calculator will help you
determine how much you need to save regularly to meet your investing objectives. To use this calculator simply follow the prompts on each screen. When you’re finished a personalized assessment of your retirement outlook based on your current savings and saving behavior will appear.
The Paycheck Calculator will show you how your pay stub might look if you contributed to your Program account on a regular basis. To see the impact of saving on your paycheck, grab your most recent pay stub and enter the requested information.
The Online Advice is a self-guided resource that offers investment recommendations (excluding self-directed brokerage assets), retirement income forecasts, and progress monitoring, all at no additional charge.
With Professional Management, you receive ongoing maintenance and management of your ABA Retirement Funds Program account (excludes self-directed brokerage assets) for a monthly fee.
* Advisory Services provided by Voya Retirement Advisors, LLC (VRA). For more information, please read the Voya Retirement Advisors Disclosure Statement, Advisory Services Agreement and your plan’s Fact Sheet. These documents may be viewed online by accessing the advisory services link(s) through your plan’s web site at https://abra.voyaplans.com. You may also request these from a VRA Investment Advisor Representative by calling your plan’s information line at 800.348.2272. Financial Engines Advisors L.L.C. acts as a sub-advisor for Voya Retirement Advisors, LLC. Financial Engines Advisors L.L.C. (FEA) is a federally registered investment advisor and wholly owned subsidiary of Financial Engines, Iprovides tax or legal advice. If you need tax advice, consult your accountant or if you need legal advice consult your lawyer. Neither Voya Retirement Advisors nor Financial Engines Advisors can guarantee results and past performance is no guarantee of future results. Financial Engines® is a registered
The resources you find in this section include information about saving and investing for retirement, as well as pre-retirement planning and other personal finance topics.
• Online Educational Content– Tips and
tools on retirement, investing, and personal finance.
• Featured Content– Topics of interest that
change over time. Check back each quarter for updates.
• My Learning Center– Personalize you
learning experience and create your own library of content that fits your needs.
• Quarterly News– The latest news from Voya
newsletter and quarterly market updates.
Home Page: Quick Links & Information
Quicklinks Access your account and program information, learn more about becoming retirement ready. myOrangeMoneyTM This dollar bill represents the estimated income you’ll need each month in retirement. See page 4 for more details.
Current Balance
View your current balance and personal rate of return. My Future Monitor your current retirement savings and investment strategy. Account Information
See a snapshot view of your allocations, balance history, investments and vested balances.
Education and Tools
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Please Note: The website changes periodically as we incorporate enhancements that improve the overall online experience.
www.abaretirement.com/perspectives
Scan this Microsoft Tag and get to Perspectives Online on your mobile device.
Additional Resources Available Online
SCAN IT!
*Access will depend upon your carrier and phone. Your carrier’s/plan’s data rates will apply.
Perspectives Online
Your resource forretirement planning Perspectives Online is the Program’s quarterly newsletter. It’s designed to help you prepare for retirement, report on various financial planning topics, and provide you with updates on Program enhancements and new tools. Unlike the print version, Perspectives
Online allows you to search the archive
of past issues, gives you access to exclusive worksheets, interactive charts, and other resources exclusively on the Web.
Your Investment Choices
www.voyadelivers.com/aba/Investmentswww.voyadelivers.com/aba/Diversification
The 1-2-3 Investing series features two videos that highlight the Program’s investment tiers and the importance of diversification.
Enrollment E-Book
Curious about what the ABA Retirement Program has to offer?www.voyadelivers.com/aba/ebook
This e-book provides a general overview of the Program’s benefits, its investment options, and numerous calculators and resources to help you gain a realistic picture of your goals. It’s a fun, interactive tool that’s mobile and tablet friendly.
Retirement Planning Guide
Planning on retiring in the next 10 to 15 years?www.abaretirement.com/RetirementPlanningGuide
Now’s the time to make every move count.
Be sure to use 5 Steps to Get
Retirement Ready. It lays out a
course of action you might want to consider taking as you wrap-up your career and get ready to enjoy the results of your hard work and careful planning.
www.myorangemoney.com
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The ABA Retirement Funds Program has been providing affordable retirement plans to the legal community for 50 years. It is organized as an Illinois not-for-profit corporation by the American Bar Association and is dedicated to providing retirement services exclusively to the legal community. It currently services nearly 3,700 law firm retirement plans and bar associations and has over $5 billion in assets (12/31/2013).
3034274.X.P CN0628-10963-0715
Web www.abaretirement.com
Mobile download the “Voya Retire” app from the App StoreSM, Google Play, Amazon Apps
or visit mobile.voyaplans.com E-mail us at [email protected]
Call the Customer Contact Center at 800.348.2272. Customer Service Associates are available Monday through Friday, 8 a.m. – 8 p.m. ET.
Write to us at ABA Retirement Funds Program • P.O. Box 5142 • Boston, MA • 02206-5142
Contact Us
PWToolsGuide 10/14
Additional Resources Available Online (continued)
myOrangeMoney
TMSee your retirement savings as future income
Voya Compare Me
Find out how you compare to your peersmyOrangeMoney is the money you save for tomorrow, today. Available after you log into your account, you’ll get a clearer idea of the money you can spend now and the money you should save and manage for the future. This website experience is designed to help you understand your financial needs during retirement in real, everyday terms. It estimates what you’ll need each and every month in retirement an helps you understand how little adjustments can help you get there.
www.voyadelivers.com/aba/compareme
This tool allows you to find out how you stack up with your peers in terms of savings, spending, investing, debt, and planning. In seconds, you can run as many different comparisons as you like. You might find you’re doing better, about the same, or falling behind others in your group. It might also inspire you to make some changes to your strategy.
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Manage your Program account wherever you go, at your convenience. The Voya mobile account application enables you to quickly check your retirement balance and more.
From your smartphone, visit mobile.voyaplans.com
for more information.