Voya Retirement Account

Schema representing a Voya Financial retirement plan account.

BenefitsFinanceFortune 500Health SavingsInvestment ManagementRetirement

Properties

Name	Type	Description
accountId	string	Unique identifier for the retirement account.
planId	string	Identifier for the employer-sponsored retirement plan.
planName	string	Name of the retirement plan (e.g., 401(k), 403(b), 457).
planType	string	Type of retirement or savings plan.
participantId	string	Unique identifier for the plan participant.
accountBalance	number	Current total account balance in USD.
vestedBalance	number	Vested portion of account balance in USD.
contributionYTD	number	Year-to-date employee contributions in USD.
employerMatchYTD	number	Year-to-date employer matching contributions in USD.
deferralRate	number	Employee contribution deferral rate as percentage of salary.
investments	array	Investment allocations within the account.
enrollmentDate	string	Date the participant enrolled in the plan.
lastUpdated	string	Timestamp of the last account update.

View JSON Schema on GitHub

JSON Schema

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://api-evangelist.github.io/voya-financial/json-schema/voya-retirement-account-schema.json",
  "title": "Voya Retirement Account",
  "description": "Schema representing a Voya Financial retirement plan account.",
  "type": "object",
  "properties": {
    "accountId": {
      "type": "string",
      "description": "Unique identifier for the retirement account."
    },
    "planId": {
      "type": "string",
      "description": "Identifier for the employer-sponsored retirement plan."
    },
    "planName": {
      "type": "string",
      "description": "Name of the retirement plan (e.g., 401(k), 403(b), 457)."
    },
    "planType": {
      "type": "string",
      "enum": ["401k", "403b", "457", "IRA", "Roth IRA", "HSA", "pension"],
      "description": "Type of retirement or savings plan."
    },
    "participantId": {
      "type": "string",
      "description": "Unique identifier for the plan participant."
    },
    "accountBalance": {
      "type": "number",
      "description": "Current total account balance in USD."
    },
    "vestedBalance": {
      "type": "number",
      "description": "Vested portion of account balance in USD."
    },
    "contributionYTD": {
      "type": "number",
      "description": "Year-to-date employee contributions in USD."
    },
    "employerMatchYTD": {
      "type": "number",
      "description": "Year-to-date employer matching contributions in USD."
    },
    "deferralRate": {
      "type": "number",
      "minimum": 0,
      "maximum": 100,
      "description": "Employee contribution deferral rate as percentage of salary."
    },
    "investments": {
      "type": "array",
      "description": "Investment allocations within the account.",
      "items": {
        "type": "object",
        "properties": {
          "fundName": {"type": "string"},
          "ticker": {"type": "string"},
          "allocation": {"type": "number", "description": "Percentage allocation."},
          "balance": {"type": "number"},
          "shares": {"type": "number"}
        }
      }
    },
    "enrollmentDate": {
      "type": "string",
      "format": "date",
      "description": "Date the participant enrolled in the plan."
    },
    "lastUpdated": {
      "type": "string",
      "format": "date-time",
      "description": "Timestamp of the last account update."
    }
  }
}