Voya Financial and SAVVI Financial launched a new retirement income guidance tool on December 10, 2025, offering eligible participants a no‑cost, AI‑driven solution that blends Voya’s workplace savings expertise with SAVVI’s optimization engine.
The tool delivers personalized insights on taxes, health insurance, Social Security, pensions, and withdrawal timing, giving participants a detailed view of expected retirement income and actionable steps to improve outcomes.
Voya’s Q3 2025 results—adjusted operating earnings per share of $2.45, a 30% year‑over‑year increase, and revenue of $1.94 billion, up 8.8%—show strong performance across all operating segments. The company generated over $200 million in excess capital and raised its quarterly dividend by 4%, providing the financial flexibility to invest in new tools and return value to shareholders.
The partnership reflects Voya’s financial ownership interest in SAVVI and board representation, aligning strategic incentives. SAVVI, an SEC‑registered investment advisor founded in 2013, manages 207 client accounts with $35.9 million in regulatory assets, and the collaboration expands its reach into the U.S. retirement‑plan sponsor ecosystem, potentially generating additional fee revenue for both firms.
Strategically, the tool deepens participant engagement and strengthens Voya’s competitive position in the workplace wealth market, addressing a growing demand for personalized retirement income guidance. Voya’s CEO Heather Lavallee highlighted the company’s commitment to helping participants increase financial confidence, while SAVVI’s Chris Moran emphasized the tool’s ability to help participants see their financial future and take clear steps.
The rollout will be phased over the coming weeks, with Voya’s no‑cost approach reinforcing its value proposition. The launch aligns with Voya’s broader strategy to enhance digital capabilities and personalized guidance, positioning the company to capture a larger share of the retirement‑planning market.
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