pabulletin.abaretirement.comABA Retirement Funds Program Plan Administrator Bulletin

Menu PROGRAM RESOURCES Employee Engagement Headquarters Forms ePAG Learning Center IRS Social Security Administration CURRENT ARTICLES The CARES Act – New Forms Available IRS provides relief for 2019 tax filing deadline in response to coronavirus pandemic IRS Reminder: File Form 5500 Before July 31 – New Late Filing Penalties Are You Making Timely Deposits? Introducing Program Learn: Employee Education that Inspires CONTACT US PROGRAM RESOURCES Employee Engagement Headquarters Forms ePAG Learning Center IRS Social Security Administration CURRENT ARTICLES The CARES Act – New Forms Available IRS provides relief for 2019 tax filing deadline in response to coronavirus pandemic IRS Reminder: File Form 5500 Before July 31 – New Late Filing Penalties Are You Making Timely Deposits? Introducing Program Learn: Employee Education that Inspires CONTACT US By the Numbers More than 8 in 10 Americans believe ‘staying the course’ and having a long-term view on investments is important Results from an Ipsos Survey conducted from March 25-26, 2020 among 1,005 Adults aged 18+, with additional question content that is specific to Voya Financial. The data is weighted to be representative of the general adult US population age 18+ according to the most recent census data. The precision of Ipsos online polls are calculated using a creditability interval with a poll of 1,000 accurate to +/- 3.5 percentage points. For more information on the Ipsos use of credibility intervals, please visit the Ipsos website (www.Ipsos.com) SEARCH PLAN ADMINISTRATOR BULLETIN CALENDAR REMINDERS Participant Support During Tough Market Conditions The Program understands that current market conditions are uncertain and would like to help participants weather the storm with their retirement plan account by offering first-time members the ability to try Professional Management (“PM”), offered through Voya Retirement Advisors (VRA) and powered by Financial Engines, for three months with no PM fees if they sign up by June 26, 2020. 1 Visit financialadvice.com/forABARF for details. CURRENT ARTICLES 1 Jun The CARES Act – New Forms Available New forms are available to participants impacted by COVID-19.... Continue reading → 1 Jun IRS provides relief for 2019 tax filing deadline in response to coronavirus pandemic Relief includes deadlines for employer contributions to qualified retirement plans for the 2019 tax year. ... Continue reading → 1 Jun IRS Reminder: File Form 5500 Before July 31 – New Late Filing Penalties Learn more about critical actions you must take to file your firm’s Form 5500... Continue reading → 1 Jun Are You Making Timely Deposits? Learn more about “Timely Deposit Rules” for employee contributions to your plan.... Continue reading → 1 Jun Introducing Program Learn: Employee Education that Inspires Education to help your employees on their financial wellness journeys. ... Continue reading → Most Popular Articles Reminder: Important Regulatory Deadlines Are Approaching Lawyers Who Transition to “Of Counsel” Five Important Ages for Retirement Planning IRS Reminder: File Form 5500 Before July 31 – New Late Filing Penalties IRS Finalizes Rules for Hardship Withdrawals PAST ARTICLES Engage Your Employees Today 2020 Contribution Limit Information The Importance of the Annual Plan Census Reasons Your Employees’ Personal Information May Be Safer Online Are You Submitting Your Safe Harbor Contributions Correctly? Archives Archives Select Month June 2020 January 2020 October 2019 August 2019 April 2019 January 2019 October 2018 July 2018 April 2018 October 2017 FOLLOW ABA RETIREMENT FUNDS PROGRAM ON LINKEDIN 1 If you choose to continue using Professional Management after three months, you will be charged a fee each month in the frequency and manner detailed in the Fact Sheet found after you login to your account. Advisory Services provided by Voya Retirement Advisors, LLC (VRA). VRA is a member of the Voya Financial (Voya) family of companies. For more information, please read the Voya Retirement Advisors Disclosure Statement, Advisory Services Agreement and the ABA Retirement Funds Program’s (“the Program’s”) Fact Sheet. These documents may be viewed online by accessing the advisory services link(s) through the Program’s website at www.abaretirement.com after logging in. You may also request these from a VRA Investment Advisor Representative by calling the Program’s information line at 800.348.2272. Financial Engines Advisors L.L.C. (FEA/Financial Engines) acts as a sub advisor for VRA. FEA is a federally registered investment advisor and wholly-owned subsidiary of Edelman Financial Engines, LLC. Neither VRA nor FEA provides tax or legal advice. If you need tax advice, consult your accountant, or if you need legal advice, consult your lawyer. Future results are not guaranteed by VRA, FEA or any other party, and past performance is no guarantee of future results. Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All other marks are the exclusive property of their respective owners. FEA and Edelman Financial Engines, L.L.C. are not members of the Voya family of companies. ©2020 Edelman Financial Engines, LLC. Used with permission. LEARN ABOUT THE PROGRAM To learn more about the ABA Retirement Funds Program visit www.abaretirement.com or contact us directly. CURRENT ARTICLES The CARES Act – New Forms Available IRS provides relief for 2019 tax filing deadline in response to coronavirus pandemic IRS Reminder: File Form 5500 Before July 31 – New Late Filing Penalties Are You Making Timely Deposits? Introducing Program Learn: Employee Education that Inspires Copyright © 2020 ABA Retirement Funds - All Rights Reserved. Please read the Annual Disclosure Document (April 2020) carefully before investing. This Annual Disclosure Document contains important information about the Program and investment options. For email inquiries, use: contactus@abaretirement.com . Securities offered through Voya Financial Partners, LLC (Member SIPC). Voya Financial Partners is a member of the Voya family of companies (“Voya”). Voya, the ABA Retirement Funds, Mercer Trust Company, and TD Ameritrade, Inc. are separate, unaffiliated entities, and not responsible for one another’s products and services. CN1203552_0622...