Retirement Site

Profile

Click on the image above to access Voya’s 401(k) Plan Participant page for additional tools and resources.

COMMUNICATION & EDUCATION

Administrative and marketing materials.

New Administrator Resources

Benefit Resource Guide

Who to Contact

2026 Cost of Living Adjustments

SECURE 2.0 ACT

SageView SECURE 2.0 Summary

Navigating the SECURE 2.0 Act – VOYA

COMPLIANCE

Required notices are sent from VOYA directly to participants.

2026 Compliance Checklist – Coming Soon

Plan Documents

SBA Master DB Plan Document with First Amendment

SBA Master DC Document with Amendments - June 2020

5500 Instructions – Coming Soon

FOR YOUR RETIREMENT – NEWSLETTERS

The For Your Retirement Newsletter focuses on the State Bankers Association (SBA) Retirement Programs and streamlines important communications for Plan Administrators.  The newsletter is distributed in the last month of the quarter.

2026

Q1 – Coming March 18th

2025

Q1

Q2

Q3

Q4