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New Voya Financial Research Highlights Expanding Role Advisors Can Play to Support Small Businesses Beyond Retirement Plans

$VOYAPress releaseJul 2, 2026, 8:00 AM ETRead the release

Voya Financial released new research emphasizing the expanding role advisors can play in supporting small businesses beyond traditional retirement plans. The survey data indicates that 92% of small business owners want advisor support with employee retention, while 91% value guidance on executive compensation.

Key figures

Pct agree advisor help retention
92%
Pct consumers prioritize consistency
42%
Pct unsure business survive 5 10 years
77%
Pct consumers support employee ownership
70%
Pct agree advisor help save beyond limits
95%
Pct consumers profits stay local important
86%
Pct find advisor exec comp guidance valuable
91%
Pct american disappointed lose local business
88%
Pct agree advisor help tax efficient transitions
69%

AI analysis

The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.

AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.

    VOYA: New Voya Financial Research Highlights Expanding Role Advisors Can Play to Support Small Businesses Beyond Retirement Plans — AI Analysis | Signal8