Your Ally in Retirement Solutions
We work with leading financial professionals across the country to tailor innovative retirement plan solutions for their plan sponsor clients. Here are just a few of the advantages we offer advisors to help them attract new prospects and grow their businesses:
Experience With All Plan Types
From small businesses to large organizations, we have decades of experience providing retirement solutions through defined benefit, defined contribution, cash balance, multiple employer, and nonqualified deferred compensation plans, just to name a few. We are also one of the industry’s leading providers of Total Retirement OutsourcingSM solutions.
We offer a variety of prospecting and sales tools for you to use that may help you target specific opportunities and maximize the growth of your practice. Better yet, we customize the support we offer to address the way you prefer to do business.
Managed Advice® is Transamerica’s comprehensive retirement planning solution. It helps take the hard work (and guesswork) of researching, investing, and managing retirement plan accounts out of participants' hands.
Managed Advice helps participants manage their retirement plan investments and their savings rates, to help them stay on course for a funded retirement, and it:
- Combines automated saving and investing services with personalized, one-on-one support from registered investment advisor representatives.
- Accomplishes this while also staying true to our core strengths: open architecture, fee transparency, and cutting-edge, industry-leading technology.
Learn more about how Managed Advice can help your plan participants.
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 account 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. The principal value of the portfolio is never guaranteed.
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, 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.
Securities are offered through Transamerica Investors Securities Corporation (TISC), 440 Mamaroneck Avenue, Harrison, NY 10528. TISC and TRA are affiliated companies.
Transamerica’s forward-thinking methodology fairly levelizes investment fund revenue.
Our team is available to support all of your pre- and post-sale activities. Plus, we tailor our support to best complement the way you do business. With Regional Vice Presidents located throughout the country, we have resources convenient to you.
Please give us a call at 888-401-5826 for more information.