Voya launches new ‘Advisor Dashboard’ to enhance digital retirement plan onboarding experience
18 Outubro 2023 - 10:00AM
Business Wire
Voya Financial, Inc. (NYSE: VOYA), a leading health, wealth and
investment company, is announcing the launch of its new “Advisor
Dashboard,” the latest addition to the firm’s suite of digital
implementation support resources. With a focus on providing greater
support for retirement plan advisors in the emerging and middle
market segments, Voya’s Advisor Dashboard will offer greater
opportunities for plan advisors to align with clients during the
retirement plan implementation process.
“At Voya, we know that implementation is a time of change, and
we know that change can be complex, particularly when it comes to a
workplace retirement savings solution,” said Doug Murray, senior
vice president, Wealth Solutions Distribution and Client Engagement
at Voya Financial. “To support this process, and our ability to
serve all employer and plan sizes, we continue to make investments
in products and solutions that will allow the plan advisors we work
with to help their clients reach their future goals. We’re thrilled
to bring forward additional resources for our clients and advisor
network, followed by highly engaging employee experiences, that can
help facilitate better financial outcomes for employees.”
Voya’s new Advisor Dashboard offers a continued smooth and
seamless implementation experience with additional resources to
support retirement plan advisors who are very hands on during
transition processes. Complementing and expanding the
implementation services Voya offers today, the Advisor Dashboard
includes:
- 24/7 real-time “line of sight” for retirement plans
onboarding with Voya, including key milestones, steps achieved,
outstanding items from contracting and service agreements, payroll,
live plan status and everything in between;
- A connected experience through the Voya Financial for
Professionals® portal, a system Voya’s retirement plan advisors
have come to know and use, providing a convenient way for plan
advisors to manage their Voya retirement plan business;
- Progress alerts for pending items, allowing users to
stay informed and guide clients as well as engage in areas advisors
may want to influence (e.g., outstanding sponsor signature, plan
provisions); and
- A comprehensive view of timelines, providing the ability
to make working with clients and other provider partners for plan
services more efficient.
Voya’s Wealth Solutions business remains well diversified across
plan sizes, industries and tax codes. The newly introduced Advisor
Dashboard builds on Voya’s continued focus on enhancing the
implementation experience for clients, plan advisors and
consultants across all market segments and sizes. Most recently,
the firm has made significant investments in the onboarding
experience, offering new automated and digital tools for
streamlined processing. These enhancements also include delivering
a more hands-on, consultative approach with improved onboarding
touchpoints and ongoing communication from start to finish of a
plan implementation. As a result, Voya’s enhanced digital
implementation process is making a significant impact and continues
to receive positive reviews from sponsors, advisors, third-party
administrators and participants alike.1
“We have both significant scale and great distribution
relationships that give us confidence to meet the needs of all our
customers — through the products and solutions that we offer today
and further capabilities that we are developing,” added Murray. “We
are committed to making the implementation process as seamless as
possible through a digital experience that connects people, process
and technology, and the Advisor Dashboard now provides an
additional tool that supplements the teams and services that are
dedicated to helping clients with plan transition. As a result,
plan sponsors can continue to focus on confidently moving their
workplace benefits and savings programs to an experienced
organization, and employees can get set up in their new retirement
plans sooner.”
Voya’s Wealth Solutions business is continuing to grow and
expand its resources to strengthen its position in the market to
serve retirement plans of all sizes and across all segments. As an
industry leader focused on the delivery of benefits, savings and
investment solutions to and through the workplace, Voya is
committed to delivering on its mission to make a secure financial
future possible for all — one person, one family, one institution
at a time.
1. Voya Financial 2022 retirement plan data.
About Voya Financial®
Voya Financial, Inc. (NYSE: VOYA), is a leading health, wealth
and investment company with approximately 9,000 employees who are
focused on achieving Voya’s aspirational vision: Clearing your path
to financial confidence and a more fulfilling life. Through
products, solutions and technologies, Voya helps its 14.7 million
individual, workplace and institutional clients become well
planned, well invested and well protected. Benefitfocus, a Voya
company, extends the reach of Voya’s workplace benefits and savings
offerings by providing benefits administration capabilities to 16.5
million individual subscription employees across employer and
health plan clients. Certified as a “Great Place to Work” by the
Great Place to Work® Institute, Voya is purpose-driven and
committed to conducting business in a way that is economically,
ethically, socially and environmentally responsible. Voya has
earned recognition as: one of the World’s Most Ethical Companies®
by Ethisphere; a member of the Bloomberg Gender-Equality Index; and
a “Best Place to Work for Disability Inclusion” on the Disability
Equality Index. For more information, visit voya.com. Follow Voya
Financial on Facebook, LinkedIn and Instagram.
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version on businesswire.com: https://www.businesswire.com/news/home/20231018729198/en/
Media: Laura Maulucci Voya Financial (508) 353-6913
Laura.Maulucci@voya.com
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