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Expert focus on retirement savings plans
man city park - retirement solutions

Your Partners in Retirement Solutions

We partner with leading financial advisors 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:

meeting-outside-390x244Expertise 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.

Business-Building Tools
We offer a variety of prospecting and sales tools to 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.

Retirement Solutions


Transamerica Pyramid

Transamerica to Acquire Mercer Defined Contribution Business

Transamerica (through an affiliate) has signed an agreement to acquire Mercer’s defined contribution (DC) administration book of business.1 As part of an ongoing alliance, we also will become the preferred DC administration provider for the organization’s total benefit and total retirement outsourcing offerings.

With the addition of Mercer’s 917,000 participants and $71 billion in plan assets, Transamerica would provide plan administration and/or recordkeeping services for nearly five million participants and $216 billion in retirement plan assets, putting us firmly in the top 10 for both those measures.2

Learn more



Managed Advice

Managed Advice®

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 advice from professional retirement counselors at no additional cost.
  • Embraces the critical role of retirement plan advisors with a flexible design to complement different service models.
  • 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.



Transamerica’s forward-thinking methodology fairly levelizes investment fund revenue.

Financial Professional Support from Transamerica

Dedicated Support.

Our team of experts is available to support all of your pre- and post-sale activities. What's more, we’ll 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.