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Voya reports Roth 457 rollout, engagement gains and fund‑level activity for Oklahoma City plans
Summary
Voya told the board it rolled out a Roth 457 option with roughly 140 sign-ups in about 2½ weeks, reported engagement and demographic statistics, noted about a $13 million increase in plan assets, and described call center, chatbot and outreach metrics.
Adria, a Voya representative, presented the deferred compensation plans' fourth‑quarter update, highlighting a recent Roth 457 rollout, participant engagement metrics and fund‑level activity.
Adria said, "We rolled out Roth. We already have over a 140 participants that have signed up for Roth in just the last 2 and a half weeks," and noted that Secure 2.0 (section 603) requires tracking participants who earned more than $150,000 and are over age 50 for certain tax‑treatment rules. Voya…
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