Your Retirement Plan Advisors

Advisor

NFP is the Investment Advisor for your company sponsored retirement plan and we can

help you with all of your retirement planning goals.

Plan Overview – How to get enrolled, change your contributions, access your account online,

overview of the plan features.

Retirement Planning – Determine how much you need to retire, calculate if you are on track, discuss

how to make changes to meet your goals.

Investment Advice – Risk tolerance assessment, review your current investments, provide investment

advice and customize a plan for you.

Consolidating – Review of all your retirement accounts (IRA’s, prior employer retirement plans),

provide rollover assistance & consolidation.

Budgeting – Create a plan that works for you, determine what debt to pay down first, review and

assist with outstanding student loans.

Financial Solutions – Estate planning, IRA’s, life insurance, annuities, 529 college planning.

Your Retirement Plan

Advisor

Plan Eligibility – You will be eligible to participate in the Plan and receive Safe Harbor contributions when you have completed 3 months of service and have attained age 21. Your Entry Date will be the first day of the month coinciding with, or next following, the date you satisfy the eligibility requirements. You will be eligible to receive the company match and profit sharing when you have completed 1 year of service and have attained age 21.

Company Contribution: Your employer will make a contribution of 3% of compensation to your account. Your employer also offers a year end Profit Sharing contribution.

Match: Your employer offers a 401(k) Match to any contributions you make. The company matches 50% of the contributions you make up to 5% of compensation.

Traditional & Roth Contribution: You can contribute to your retirement plan as a Traditional pre-tax contribution or as a Roth after-tax contribution, or a combination of both. 

Investments: You have a variety of investment choices within your 401(k) Plan. You will be auto enrolled into a Target Date Fund that aligns with your retirement age (with an assumption of 65 years old). You can re-direct those investments to any investment option offered within the Plan.  Your investment options are listed on your Voya participant portal.

Plan Custodian

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Your 401(k) account is administered by Voya.

You can access your account by visiting the Voya site, or by calling Voya participant services at 800-584-6001. You can access the Voya site for the following services:


  • Contribution Changes: Make changes to the amount that comes out of your paycheck.
  • Beneficiary Designation and Storage: Setting your beneficiaries is an important step to make sure you are in control of who gets your account in the unlikely and unfortunate event of your passing.
  • Balance and Investments: You can check your account balance, as well as view and make changes to your investments.
  • Statements and Notices: Your account statements and important plan documents are stored online.
  • Withdrawals: If you need to take money from the plan, you can review your options and submit distribution requests.


To access the Voya site, go to www.voyaretirementplans.com or click the link below! If it is your first time logging in, make sure to hit the "Register Now" button to set up your online account.

Contact Us

Questions? Contact your NFP Advisors below!

Additional Contacts

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Beth Krasnow

beth.krasnow@nfp.com

216-595-0725

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Patrick Ilcin

patrick.ilcin@nfp.com

216-525-7287