When the conversation gets bigger
As businesses grow, plan sponsors stop asking only retirement questions. They start asking business questions.
Fair access to company benefits
Tax-advantaged strategies
Plan modernization
Retain business clients after retirement
These aren’t retirement plan questions, they’re business decisions
And the advisors who can answer them aren’t just supporting the plan — they’re helping shape the future of the business.
Why this matters for your practice
Advisors who move upstream:
- Move beyond managing the retirement plan to a total compensation strategy
- Navigate executive compensation, ownership and retention challenges
- Protect the retirement plan relationship by becoming essential to the business itself
- Capture new wealth opportunities when liquidity events, buyouts or succession create significant assets
Need answers now?
Contact a specialist.
Call: 866-481-3653, Press 4 for Sales
Email: RetirementSales@Voya.com
Join a live webinar: Becoming the upstream advisor
Learn how to move beyond the retirement plan and position yourself as a strategic partner for business owners and their executive teams — using tools like ESOP, Life Insurance, Multiple Employer Solutions and Nonqualified Deferred Compensation arrangements.*
Thursday, June 25, 2026
11 a.m. ET
Tuesday, June 30, 2026
2 p.m. ET
Have questions now? Call 866-481-3653, Option 4 or email: RetirementSales@Voya.com
Miss it? How Employee Stock Ownership Plans can help business owners retire with tax-advantaged income. Watch the webinar replay
*Not all products and services are approved by every firm.
The information presented is for educational purposes only. Neither Voya® nor its affiliated companies or representatives provide tax or legal advice. Each plan has unique requirements and should consult its attorney or tax advisor for guidance on its specific situation. Voya strongly suggests speaking with tax and legal advisors before making changes to a plan.
Products and services offered through the Voya® family of companies.