As the latest addition to the firm’s suite of digital support resources, Voya Financial announced plans to launch its new “Advisor Dashboard,” providing greater support for retirement plan advisors in the emerging and middle market segments.
According to the firm’s Oct. 18 announcement, the Advisor Dashboard will offer greater opportunities for plan advisors to align with clients during the retirement plan implementation process. 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, and live plan status;
- A connected experience through the Voya Financial for Professionals portal, 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 more efficient.
“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,” said Doug Murray, senior vice president, Wealth Solutions Distribution and Client Engagement at Voya Financial. “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 notes that its newly introduced Advisor Dashboard builds on the firm’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.
