Enrollment

We’re here to help! Enrolling in the plan is simple, but investing for your life goals requires you to be informed. To help guide you through the enrollment process, please contact a local financial professional. 

Before enrolling in the plan, you should:

  • Understand the plan features
  • Review the investment options offered
  • Understand the investment option performance

Enrollment Options

There are two ways you can enroll in the Plan:

1. Meet with your Voya® local financial professional​
Your local financial professional is available to guide you through the enrollment process for the Deferred Compensation Plan. To make an appointment, please call (503) 517-9363. Once you schedule an appointment with your financial professional, you can begin to:

  • Develop an asset allocation model to illustrate your investment and retirement objectives
  • Select the investment options that will help you pursue your objectives
  • Designate a beneficiary for your plan benefits

2. Online enrollment
Online enrollment is a quick and easy process. To get started, select the “Enroll Now” button on this page. Before enrolling online, be prepared to provide the name of each person you wish to designate as your beneficiary. You may submit up to 10 beneficiaries online. If you have more than 10 beneficiaries, we suggest that you contact a local financial professional for additional assistance.

While enrolling online, you will need to agree to online delivery of certain documents, including a prospectus summary, investment fact sheets, and other documents required at enrollment time. If you would prefer to review a hard copy of these materials, please call (503) 517-9363 prior to enrollment.

You should consider the investment objectives, risks, and charges and expenses of the mutual funds offered through a retirement plan carefully before investing. Fund prospectuses and an information booklet containing more complete information can be obtained by contacting your local representative. Please read the information carefully before investing.

Mutual funds under a custodial or trust account agreement are intended as long-term investments designed for retirement purposes. Account values fluctuate with market conditions, and when surrendered, the principal may be worth more or less than the original amount invested. A group fixed annuity is an insurance contract designed for investing for retirement purposes. The guarantee of the fixed account is based on the claims-paying ability of the issuing insurance company. Although it is possible to have guaranteed income for life with a fixed annuity, there is no assurance that this income will keep up with inflation. Money taken from the plan will be taxed as ordinary income in the year the money is distributed. An annuity does not provide any additional tax benefit, as tax deferral is provided by the Plan. Annuities may be subject to additional fees and expenses, to which other tax-deferred funding vehicles may not be subject. However, an annuity does offer other features and benefits, such as lifetime income payments and death benefits, which may be valuable to you.