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:
Expertise 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 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.
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
1 The transaction is expected to close by year end 2015, subject to regulatory approval.
2 Chatham Partners Market Share Analysis based on 2015 Plan Sponsor Magazine Survey.
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:
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 to become more conservative over time as the participant approaches a designated retirement year. Additional fees and terms and conditions apply to the Managed Advice® service. Retirement date 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, including at and after the target date.
The Managed Advice® service is offered through Transamerica Retirement Advisors, LLC (TRA), registered investment advisor. Transamerica Retirement Solutions and TRA are affiliated companies. Depending on the option chosen by the plan fiduciary, the Managed Advice® service may be offered through, and the asset allocation portfolios constructed by, the plan’s investment advisor. If the plan chooses this option, only the Managed Advice® one-on-one advisory services are provided by TRA at the direction of the plan’s investment advisor. To find out more, please call your Transamerica representative.
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 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.