HRBP Business Acumen

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Across
  1. 2. A withdrawal, distribution, transfer, or rollover to another financial company.
  2. 5. Money moving from one Voya product or service to another instead of leaving Voya
  3. 6. Administrative backbone of a retirement plan
  4. 7. A rollover, a transfer from another company, or a new client relationship.
  5. 8. Insurance for self-funded plans
  6. 10. Jon Reilly's area
  7. 11. Technology used by financial advisors
  8. 13. Leave, Absence & Disability
  9. 14. Advisor platform built by Orion
  10. 16. An investment fund based on retirement age
  11. 18. A 401(k) plan is an example
  12. 20. Not the High Net Worth clients
Down
  1. 1. AKA voluntary insurance
  2. 3. Emerging markets is an example
  3. 4. % of earned premiums paid out strictly to cover medical claims
  4. 7. In-plan advice for 401(k) investments
  5. 9. Voya’s turn-key “IRA in a box.”
  6. 12. Voya’s financial advisor organization and network
  7. 15. A shared retirement plan
  8. 17. A pension plan is an example
  9. 19. Voya's future online wealth experience