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 financial professional.

Before Enrolling in the plan, you should:

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

Who is eligible to make elective contributions to the 457(b) Plan?

All City of Appleton employees are eligible.

How do I know if I should make elective contributions to the Plan?

The Plan is not an ordinary savings account that allows withdrawals at any time. Therefore, before deciding whether to contribute to it, you should consider the following:

  • Do I have adequate savings for emergencies?
  • Do I have adequate savings for other financial objectives (e.g., buying a home, children’s college expenses)?
  • Am I current with my bills and credit cards?
  • Can I afford to reduce my take-home pay?
  • Would I like to pay less current income tax?
  • Do I want to contribute to this Plan as a way to work toward my retirement goals?

If you can answer yes to all of these questions, think about contributing to the Plan. If your financial situation is such that you should not begin making contributions at this time, you may do so in the future when your financial situation improves.

How to Enroll:

There are two ways you can enroll in the Plan:

  1. Meet with your Voya® local financial professional.

    Make an appointment with a local financial professional to enroll in the 457(b) plan. When you meet with your financial professional you can develop an asset allocation model to illustrate your investment and retirement objectives, decide how much to contribute to the plan(s), select investment options, and 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 be offered electronic copies of a participant disclosure booklet, investment fact sheets, and other documents we are required by law to provide at enrollment. If you would prefer to review a hard copy of these materials, you can request them by contacting a local financial professional.