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Voya Financial Advisors*

Financial advisors are assigned to each campus to support your investment planning needs and are available to assist you. Voya has established a team of knowledgeable advisors to work with SUNY faculty and staff. Our advisors are committed to helping you make your retirement planning as simple as possible and will help you tailor a plan to fit your needs.

You may not have the time, desire or expertise to actively plan and manage certain long term financial aspects of your life. You may want help getting started, with occasional direction from a financial professional, or prefer more structured ongoing advice with the difficult decisions regarding your financial future. Voya can provide the level of service you prefer. 

What can you expect from the services of a Voya Advisor:

  • Reliable, consistent services available on every campus from dedicated advisors who have experience working with the SUNY Voluntary 403(b) Plan and SUNY ORP.
  • A review of your investment options to assist you in developing a diversified strategy that will be monitored and periodically reviewed to remain aligned with your goals.
  • A straightforward process to consult with you on your retirement goals, design your portfolio, and implement retirement saving strategies for the life of your plan.
  • Assistance with the financial choices as a result of life events such as the purchase of a home, a marriage or divorce, the birth or adoption of a child, and coping with the death or illness of a close family member.
  • Assistance and education to help you stay the course toward retirement in turbulent times.

Local service support is available from our regional offices weekdays from 8:00 a.m. - 4:30 p.m. ET.

Latham                                              (800) 438-1272 Opt. 3

Williamsville                                     (888) 950-6700 Opt. 3

*Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

Customer Service

You can obtain account information and make changes to your account by speaking to Customer Service. To speak with Customer Service toll-free by calling (800) 584-6001 weekdays between 8:00 a.m. - 9:00 p.m. ET. Automated phone service is also available through the Interactive Voice Response System 24 hours a day, 7 days a week.

Customer Service Associates can assist you to:

  • Make account balance and transaction inquiries
  • Obtain investment option performance history
  • Review and update your personal profile information
  • Request a change in the way your future contributions are invested
  • Request a change in the way your current account balance is invested
  • Review withdrawal options, terms and conditions including taxes, penalties, and timing of withdrawals
  • Obtain withdrawal and other account service transactions
  • Access your account online

A confirmation will be sent to you for all Customer Service initiated financial transactions.

Special Needs Assistance

TTY: 711
ACSII: (800) 855-2882
Telebraille: (800) 855-2883

Special Needs Assistance

TTY: 711
ACSII: (800) 855-2882
Telebraille: (800) 855-2883


Not FDIC/NCUA/NCUSIF Insured I Not a Deposit of a Bank/Credit Union I May Lose Value I Not Bank/Credit Union Guaranteed I Not Insured by Any Federal Government Agency

Variable annuities are intended as long-term investments designed for retirement purposes. Withdrawals from an annuity may be subject to an early withdrawal fee and, if taken prior to age 59½, an IRS 10% premature distribution penalty tax will apply, unless an IRS exception applies. Money taken from the annuity will be taxed as ordinary income in the year the money is distributed. Account values fluctuate with market conditions, and when surrendered the principal may be worth more or less than its original amount invested. An annuity does not provide any additional tax deferral benefit, as tax deferral is provided by the plan. Annuities may be subject to additional fees and expenses to which other tax-qualified funding vehicles may not be subject. However, an annuity does provide other features and benefits, such as lifetime income payments and death benefits.

For 403(b)(1) fixed or variable annuities, employee deferrals (including earnings) may generally be distributed only upon your: attainment of age 59½, severance from employment, death, disability, or hardship. Note: Hardship withdrawals are limited to employee deferrals made after 12/31/88. Exceptions to the distribution rules: No Internal Revenue Code withdrawal restrictions apply to ‘88 cash value (employee deferrals (including earnings) as of 12/31/88) and employer contributions (including earnings). However, employer contributions made to an annuity contract issued after December 31, 2008 may not be paid or made available before a distributable event occurs. Such amounts may be distributed to a participant or if applicable, the beneficiary: upon the participant’s severance from employment or upon the occurrence of an event, such as after a fixed number of years, the attainment of a stated age, or disability.

Insurance products, annuities and retirement plan funding issued by (third party administrative services may also be provided by) Voya Retirement Insurance and Annuity Company (“VRIAC”), Windsor, CT. VRIAC is solely responsible for its own financial condition and contractual obligations. Plan administrative services provided by VRIAC or Voya Institutional Plan Services LLC (“VIPS”). VIPS does not engage in the sale or solicitation of securities. All companies are members of the Voya® family of companies. Securities distributed by Voya Financial Partners LLC (member SIPC)or third parties with which it has a selling agreement. Custodial account agreements or trust agreements are provided by Voya Institutional Trust Company. All products and services may not be available in all states.