Plan | Inquiry Update None | View plan level financials (assets, plan balance), usage reports, publications, forms and other plan related information as well as set / change mail delivery preferences. Mail Delivery Preferences is not applicable to all plans. Plan Inquiry functionality and in addition, the ability to update plan-specific information. Update capability is not applicable to all plans. User does not have the ability to view and / or update plan level information. |
Participant | Yes No | User has ability to view all participants in a plan and their account information, including access to Voya’s participant website. User also has access to view participant level reports, including actionable reports. These users will receive e-mail notification when actionable reports are generated. List all participants for a plan and view their account information. User does not have the above capability. |
Payroll | Yes No | Submit contributions and other files for processing. User does not have the ability to submit contributions and other files for processing. |
Distribution Management | Review Approve None | Ability to Search and View Distribution Management Tasks Ability to Approve Loans and Withdrawals User does not have access to Distribution Management |
ERISA | Yes No | View Annual Compliance information. User does not have permission to view Annual Compliance information. |
Administrative Rights | Yes No | Authorizes / controls access to the Voya Plan Sponsor Web site. User does not have the ability authorize / control access to the Voya Plan Sponsor Web site. |
REA/EASE | Yes No | Authorizes / controls access to the REA/EASE Plan site. User does not have the ability authorize / control access to the REA/EASE Plan. |
Request Management | Yes No | User has the ability to view and submit requests to Voya through Request Management. User does not have the above capability |