As we help your employees pursue a lifetime of financial wellness, we also want to help free your time, so you can focus on what matters most.
You can delegate many of your day-to-day retirement plan responsibilities to Transamerica. And we can promptly and accurately administer many of your plan transactions with proprietary technology and a full suite of outsourcing capabilities.
Stressed employees are less productive than other employees.
"Employee Financial Wellness Survey," PwC, 2017
Let's get your plan up and running
We have dedicated teams aligned by industry to help you because we understand the unique needs of each marketplace. And we understand what they have in common – the need to provide competitive retirement programs for your people, whether you call them employees, caregivers, associates, faculty, or members.
From corporations with 401(k), 401(a), and nonqualified plans, to not-for-profit 403(b) plans, Taft-Hartley, and 457(b) governmental plans, we’ve got experience in all shapes and sizes.
Let's get employees to take advantage of those benefits. We’re developing a mobile-first experience designed to help employees recognize and set goals, plus easily track their progress. Through an engaging and personalized experience, they can follow their progress toward making the connection between their wealth + health.
People want to live a long, healthy life with the financial means to enjoy it. That’s why we’re encouraging people to enjoy life’s best moments and also prepare for the unexpected, to live in the moment without sacrificing their future, and develop the habits today that will help make it all possible.
See how we encourage participation and retirement readiness.
We see transitions as opportunities to optimize your plan design, engage employees, and redefine success. As we tailor the transition process to help meet your needs, we’re with you every step of the way.
We know you’re not the only one experiencing change, so we aim to make employee transitions as easy as possible. We engage them early in the transition process through dynamic education modules and/or one-on-one individual consultations, depending on your plan.
Workforce management like you've never experienced
You'll be able to track in real time how employees are engaging with their benefits and what campaigns are most effective in boosting engagement and participation.
Our retirement education and planning teams are experienced, educated, and willing to help. They have an average of 20 years in the financial services industry, with half of them currently holding a Chartered Retirement Planning CounselorSM (CRPC®) designation. They average eight years as a Transamerica employee working with plan sponsors like you.
Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning®.
Onsite and webinar support
Participant success is what matters most. Our retirement counselors are here to listen and learn about participants' unique circumstances, and then help them join and invest in the plan.
Simplicity: Real answers to real-life questions.
Convenience: Guidance at the office, at home, or on the go.
Confidence: Our team provides the resources to stay informed and connected.
Take a break from administrative headaches
Spending too much time on the details of sponsor duties, like reporting, employee communication, and enrollment? Let us help.
Outsourcing your administrative services lets you focus on your day job. Reduce your stress and your sponsor tasks to things such as investment choices, plan design, and trustee duties. Our retirement specialists are happy to help you determine the level of outsourcing you need for your plan.
Complete confidence in our data management
Our proprietary recordkeeping technology is advanced and flexible in ways that give us confidence we'll be administering your plan properly. We believe in putting you first and delivering real, measurable results. And we've been doing that for more than 80 years. With that kind of experience, we know how important it is to stay on top of ever-changing regulatory and demographic shifts.
ACTIVATE SEAMLESS PAYROLL INTEGRATION
We offer simple and effective ways to process payroll contributions. With our payroll integration service, your payroll company can send files directly to us.
ENHANCING THE FINANCIAL SIDE
We're committed to offering clear and unbiased investment solutions that serve the needs of your retirement plan and your participants.
Helping your employees. Even in their sleep.
Everyone deserves access to professional advice. That’s why we created Managed Advice® – a personalized retirement and investment service that stays on point even when employees can’t devote much attention to their retirement investments. Please note, it's only available for certain plan types and may be subject to plan size and other restrictions. Ask us for information – and see important disclosures at the bottom of this page.
Do you have a defined benefit plan, or are you in the healthcare or higher education fields? Rather than sifting through multiple reports on individual trends, download one of our free plan trend updates to see what’s happening across the playing field.
Plan trends for not-for-profits
Download key findings from a nationwide survey of retirement plan sponsors in healthcare and higher education for the latest in trends and metrics.
IMPORTANT INFORMATION:Managed Advice® provides a participant with an asset allocation mix of funds available within the plan. The asset allocation mix will be automatically rebalanced and reallocated, managing risk and return as participants’ settings and goals change over time. Additional fees and terms and conditions apply to the Managed Advice® service. Managed Advice® portfolios are subject to the same risks as the underlying asset classes in which they invest. The higher the portfolio’s allocation to stocks the greater the risk. Managed Advice® utilizes models, algorithms and/or calculations ("Models"), which have inherent risks. Models may incorrectly forecast future behavior or produce unexpected results resulting in losses. The success of using Models depends on numerous factors, including the validity, accuracy and completeness of the Model’s development, implementation and maintenance, the Model’s assumptions, factors, algorithms and methodologies, and the accuracy and reliability of the supplied historical or other data. If incorrect data is entered into even a well-founded Model, the resulting information will be incorrect. Investments selected with the use of Models may perform differently than expected as a result of the design of the Model, inputs into the Model, or other factors. The principal value of the portfolio is never guaranteed. Investment return and principal value will fluctuate with market conditions, and participants may lose money.
The Managed Advice® service is offered through Transamerica Retirement Advisors, LLC (TRA), an SEC registered investment advisor. Transamerica Retirement Solutions and TRA are affiliated companies. Morningstar Investment Management Associates, LLC®, a wholly-owned subsidiary of Morningstar, is an SEC-registered investment advisor that serves as an independent financial expert and provides the underlying investment advice and portfolio management methodology for the Managed Advice® service. Morningstar is not affiliated with any Transamerica companies. Please see the Managed Advice® agreement for more information on the terms and conditions that apply.