planwithease.com®

To help keep your retirement plan in compliance with the latest regulations, your Plan Sponsor has selected planwithease.com to administer your plan. Once you access your account, planwithease.com will act on your Plan Sponsor’s behalf to review and approve loan and withdrawal requests under the plan, in accordance with IRS regulations.

View a Demonstration
View a demonstration of how planwithease.com can be used to manage your retirement account.

Access Your Account
To access your online account, select “planwithease.com” in the Account Login section of the Home page of this website. How you access planwithease.com depends on your personal situation:

1. Already registered for the Voya Participant Website – If you have a retirement account with Voya and already registered for the Participant Website (but not planwithease.com), your Username and Password for your Voya account can also be used to access planwithease.com after you select “Register Now” to initiate the account registration process. To verify your identity, you’ll be asked for your Social Security Number and temporary Personal Identification Number (PIN) assigned by planwithease.com and mailed to your home address. If you don’t know your PIN, follow the prompts to complete the registration process with your Social Security Number and date of birth.
2. Not registered for planwithease.com or the Voya Participant Website – If you have a retirement account with Voya and have not yet registered for either website, select “Register Now” to initiate the account registration process. To verify your identity, you’ll be asked for your Social Security Number and temporary Personal Identification Number (PIN) assigned by planwithease.com and mailed to your home address. If you don’t know your PIN, follow the prompts to complete the registration process with your Social Security Number and date of birth. During the registration process, you will create a Username and Password for subsequent logins.
3. Not registered for planwithease.com – If you do not have a retirement account with Voya and have not yet registered for planwithease.com, select “Register Now” to initiate the account registration process. To verify your identity, you’ll be asked for your Social Security Number and temporary Personal Identification Number (PIN) assigned by planwithease.com and mailed to your home address. If you don’t know your PIN, follow the prompts to complete the registration process with your Social Security Number and date of birth. During the registration process, you will create a Username and Password for subsequent logins.

Please note that some characters in your assigned temporary PIN may look similar as shown in this sample PIN:

Once logged in, you can view your personal information and provide your email address to complete your initial log in. All other information changes should be made through your employer.

• If you are eligible to participate in the plan, but have not yet enrolled, your personal information (as provided by your employer) is the only information planwithease.com will maintain and the only information you can view. Once you complete the enrollment process (including a Salary Reduction Agreement, if applicable), you will be able to access additional information on planwithease.com.
• If you are already enrolled in the plan, you can view a summary of your account, showing each of your Investment Providers and your contract information.
• To ensure that you receive required information from planwithease.com, please add customerservice@planwithease.com to your email contacts list.

Request Approval for Distributions
If you are at a stage in your life when you need to access funds from your retirement plan through a loan, hardship or other type of withdrawal that is available under your Plan, planwithease.com is the central location through which you will obtain the necessary approvals. If you need to take a distribution from your account, select “Request Transactions” from the top menu in planwithease.com and then select the type of distribution desired. The options available to you will be determined by your plan’s guidelines and your eligibility for the requested distribution. Follow the instructions on screen to submit your request. Some distribution requests require additional documentation be mailed or faxed to planwithease.com for review before approval can be granted.

Obtain Approval Certificate
After you have successfully completed the request and been approved, you will receive an online notice confirming your request and alerting you that an Approval Certificate is available for download. A link to the Certificate will appear on screen. In addition, the Certificate can also be found by selecting “Documents” from the top menu in planwithease.com and then “Reports/Letters”. The Certificate confirms the details of your request and is required by your Investment Provider.

Request Distribution of Assets from Your Account(s)
Once you have an Approval Certificate from planwithease.com, you can contact your Investment Provider to initiate the distribution of assets from your retirement plan. Your Investment Provider will require that you provide a copy of the Approval Certificate. The Certificate serves as your employer’s signature and authorization for your distribution request. Your Investment Provider may apply contractual terms and restrictions in addition to your plan’s provisions.

Contact planwithease.com
There are several ways to contact planwithease.com:

Voya Retirement Insurance and Annuity Company, One Orange Way, Windsor, CT 06095-4774, provides these plan administration services under the trade name planwithease.com®. planwithease.com services may not be available in all states.