Nearing Retirement

There are a number of items you will want to consider as you get closer to retirement.

Are you age 50 or above or within three years of retirement? If so, you may be able to take advantage of the 457 Deferred Compensation Plan’s available catch-up contributions. For more information on whether or not you are eligible to make catch-up contributions, please contact your local representative or schedule an appointment.

View the Plan contribution limits.

Are you within five years of retirement? Download this helpful nearing retirement checklist with links to important planning resources.

457(b) Special Catch-Up Calculator Need help determining if you are eligible for the 457(b) 3-year Special Catch-Up election? Do you know how much you can contribute to your employer’s 457(b) retirement plan in the current year? This calculator can help you understand your options.

View the 457(b) Special Catch-Up Workbook

View the 457(b) Special Catch-Up Form


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Insurance products, annuities and retirement plan funding issued by (third party administrative services may also be provided by) Voya Retirement Insurance and Annuity Company, One Orange Way, Windsor, CT 06095-4774. Securities are distributed by Voya Financial Partners LLC (member SIPC). Custodial account agreements or trust agreements are provided by Voya Institutional Trust Company. All companies are members of the Voya® family of companies. Securities may also be distributed through other broker-dealers with which Voya has selling agreements. Insurance obligations are the responsibility of each individual company. Products and services may not be available in all states.