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Retirement

Our Retirement segment is focused on meeting the needs of individuals in preparing for and sustaining a secure retirement through employer-sponsored plans and services, as well as through individual retirement accounts and comprehensive financial product offerings and planning and advisory services. We are well positioned in the marketplace, with our industry-leading Workplace Retirement Plans business and our Retail Wealth Management business.

3Q’25 Retirement Adjusted Operating Earnings before Income Taxes, TTM of $913mm

  1. Note: Pre-tax. Excludes Adjusted Operating Earnings attributable to Corporate. Adjusted Operating Earnings is a non-GAAP financial measure. Information regarding this non-GAAP financial measure, and a reconciliation to most comparable U.S. GAAP measure, is provided in the “Reconciliations” section of the Quarterly Investor Supplement.

Performance dashboard:

 

Institutional Retirement Plans

Products

Product/
Service Model		 Key Market Segments/
Product Lines		 Primary Defined Contribution Plan Tax Code Core Products
Full Service Plans

Small-Mid Corporate

K-12 Education
 

Higher Education
 

Healthcare & Other Non-Profits
 

Government (local and state)

401(k)

403(b)
 

403(b)
 

403(b)
 

457

Voya MAP Select, Voya Framework

Voya Custom Choice II, Voya Retirement Choice II, Voya Framework

Voya Retirement Choice II, Voya Retirement Plus II, Voya Framework

Voya Retirement Choice II, Voya Retirement Plus II, Voya Framework

RetireFlex-SA, RetireFlex-MF, Voya Health Reserve Account, Voya Framework
Recordkeeping
Business

Small-Mid Corporate

Large Corporate

Government (local and state)

401(k)

401(k)

457
Stable Value/Other Stable Value
(Sold across all market segments with a strong focus on Large Corporate)		 401(k)
403(b)
457 		Separate Account and Synthetic GICs

* Offerings include administration services and investment options such as mutual funds, commingled trusts and separate accounts.