Everyone deserves access to affordable, professional advice.
Managed AdviceSM 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 fully funded retirement, and it:
Talk to us today 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.
Managed Advice tackles the important questions that matter most to retirement plan participants:
Managed Advice was built to help answer these questions through the combination of our proprietary, cutting-edge technology and access to one-on-one advice from credentialed retirement counselors. And it's all part of our seamless, comprehensive retirement plan participant experience.
Managed Advice has been specifically designed to complement and enhance your service model, delivering advisory services in the context of your background, experience, training, and expertise.
Here’s what you can accomplish with the flexible approach offered by Managed Advice:
No matter which features of Managed Advice you choose to take advantage of, we help you deliver additional value in a structure that makes sense for your practice.
Find out how Managed Advice can help you tap new opportunities and broaden existing relationships.
In addition to providing participants with a comprehensive retirement planning solution, Managed Advice can help plan sponsors manage their fiduciary responsibilities.
Managed Advice can be offered in an array of formats that address a retirement sponsor's fiduciary needs by acting as the following:
Under all structures, Managed Advice provides fiduciary coverage within the service from a registered investment advisor.
In addition, Managed Advice is: customized to each plan’s fund lineup, provides access to the retirement advice that your participants need, and affords sponsors a unique opportunity to engage their trusted advisors in new ways.
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1 Source: "Transamerica Retirement Solutions 2014 Participant Survey" (conducted February 24–March 11, 2014. 2,073 respondents.)
2 Source: "Transamerica Retirement Solutions 2014 Participant Survey" (conducted February 24–March 11, 2014. 2,073 respondents.)
3 Source: "Fiduciary Duty and Investment Advice: Attitudes of 401(k) and 403(b) Participants" (conducted May 24–May 31, 2013, by GfK Custom Research for AARP, 1,425 respondents).
Are you a retirement plan sponsor? Let’s work with your advisor today to ensure your plan offers a powerful, effective retirement readiness solution—one that benefits you and your participants.
Are you a financial advisor? Find out how Managed Advice can help you tap new opportunities and broaden existing relationships.
Your Transamerica Retirement Solutions regional vice president is ready to help at 888-401-5826.