Advisor at Voya Retirement Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Voya Retirement Advisors, LLC
Location
Windsor, CT 06095
Credentials
Series 63, Series 65
Industry experience
27 years
Tamara Melman is a financial advisor with Voya Retirement Advisors, LLC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has been with Voya Financial and its affiliate Voya Financial Partners since 2014. Voya Retirement Advisors, LLC provides retirement-plan investment advice and managed account services to participants in employer-sponsored plans, utilizing third-party models from Edelman Financial Engines and Morningstar Investment Management to create personalized asset allocations and retirement income forecasts. The firm offers discretionary management features including rebalancing, income-focused options, and an integrated platform within the broader Voya Financial group.
Based on Voya Retirement Advisors, LLC
$0+: Up to 0.60% annually, varies by plan and asset breakpoints, can be single flat tier or multi-tiered with negotiated breakpoints (confidential) $0+: Up to 0.25% annually for 3(21) and 3(38) plan sponsor services, fee negotiated and generally will not exceed this amount
Minimum fee: Platform fee is a per participant fixed dollar fee annual charge negotiated between plan sponsors and VRA, ranging from $0 to $6.00 annually. Fee-only: Platform fees and asset-based fees for Professional Management program; fees are deducted from retirement plan accounts monthly or quarterly.
One Orange Way
Windsor, CT 06095
Connecticut
Voya Financial
2014 - Present (12 years)
Voya Financial Partners
2014 - Present (12 years)
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Is not active or affiliated with:
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Lawyer
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Real estate agent
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