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