Presenting a Straightforward Medium to Sort Out Your Retirement Finances

Although human beings do have a plethora of capabilities at their disposal, there remains shockingly little that we do better than growing on a consistent basis. This progressive streak, on our part, has already got the world to hit upon some huge milestones, with technology appearing as a major member of the stated group. The reason why technology enjoys such an esteemed stature among people is, by and large, predicated upon its skill-set, which ushered us towards a reality that nobody could have ever imagined otherwise. Nevertheless, if we look up close for a second, it will become clear how the whole runner was also very much inspired from the way we applied those skills across a real world environment. The latter component was, in fact, what gave the creation a spectrum-wide presence, and consequentially, kickstarted a tech revolution. Of course, this revolution then went on to scale up the human beings through some outright unique avenues, but even after achieving such a monumental feat, technology will somehow continue to produce the right goods. The same has grown increasingly evident over the recent past, and assuming one new fintech-themed development shakes out just like we envision, it will only make that trend bigger and better moving forward.

Voya Financial Inc., a leading health, wealth and investment company, has officially launched a brand-new Advisor Dashboard, which is designed to provide greater support for retirement plan advisors in the emerging and middle market segments. Offering a smooth and seamless implementation experience alongside additional resources, Voya’s Advisor Dashboard aids the stated cause by providing 24/7 real time line of sight for retirement plans onboarding with the company. This includes a constant insight into key milestones, steps achieved, outstanding items from contracting and service agreements, payroll, live plan status, and more. Next up, it notably helps you in accessing progressive alerts for pending items. Such a feature not only keeps the retirement advisor informed at all times to let them guide their client accordingly, but it also enables them to achieve greater influence over certain areas, including outstanding sponsor signature, plan provisions, and so on. Another detail worth a mention about this Advisor Dashboard is how it makes a point to deliver a wholly connected experience. It realizes that objective through an ability to work in conjunction with Voya Financial for Professionals® portal, a system in which most of the company’s retirement plan advisors are already well-versed. You see, by establishing a link between these two solutions, Voya eliminates a lot of uncertainty for users. Instead, the familiarity aspect paves a markedly convenient pathway to manage all the relevant operations. Moving on, almost as an extension to its previous pledge of enhancing user experience, the company’s latest brainchild further conceives a comprehensive view relating to timelines. The idea here is to optimally accelerate all collaborations with clients and other provider partners, and therefore, generate better overall efficiency.

“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 of 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.”

The development in focus provides an interesting follow-up to Voya’s recent efforts in the context of diversifying its operations. Owing to these efforts, the company is able to offer today a top-notch experience across all plan sizes, industries, and tax codes. On a more granular level, though, Voya’s expansion is helping around 14.7 million individual, workplace and institutional clients become well planned, well invested, and well protected. In case that wasn’t enough, the company is also banking upon its subsidiary in Benefitfocus to reach over 16.5 million individual subscription employees through employer and health plan clients.

“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,” said 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.”