RETIREMENT SOLUTIONS

The big picture, redefined

For more than 80 years, Transamerica has been helping people feel better about retirement. Today, that means much more than just money.

The way we see it, our interest goes beyond our clients’ retirement accounts.

The Transamerica difference

We're committed to helping participants prepare for every part of their financial futures.

Retirement in a new way

Our innovative technology, Wealth + Health^SM differentiator, and flexible solutions give plan sponsors and advisors the ability to customize plans to meet their unique needs. And we always make plan participants the top focus as we help them strive toward a wealthier, healthier retirement.
Security and convenience

Transamerica Voice Pass and multi-factor authentication are among the many ways we help provide additional security while allowing participants to conveniently access their accounts anytime, anywhere.

Quality retirement solutions

Fee fairness

With Fund Revenue Equalization®, participants pay a similar portion of the general plan administrative fees based on account balance, not based on the funds.¹
Open architecture

Through our open architecture investment platform, investment lineups can be built solely from non-proprietary investments.

Bundled solutions

We’re leading the charge in private exchanges by providing access to 401(k) plans through Businessolver® and Benefitfocus® marketplaces.
Variety of investments

We're committed to offering clear and unbiased investment solutions that serve the needs of plan sponsors and participants.

Serving all markets

We’re one of the few providers that can cover virtually every segment in the retirement plan market.
Corporate
Health care
Employee benefits
Higher education
Taft-Hartley
Multiple employer plans (MEPs)
Defined benefit
Nonqualified deferred compensation
Rollover IRAs
From small to large organizations, we apply our 80 years of retirement experience to the 29,000 plans and 5.3 million participants we serve.²

How we support sponsors and employees

Our commitment to employees

When employees contribute to their retirement plan, they can improve their chances of retiring early or on time. Think of how that could positively impact workforce management and overall healthcare costs.
Knowledgeable professionals

Providing exceptional service starts with having the right people. Our employees have long tenures in financial services, giving them the knowledge and experience to benefit our clients.
Help at their fingertips

Participants have access to a world of retirement readiness help online, on the phone, through webinars, and in one-on-one meetings, depending on their plan.

We're a leading provider

With 4.4 million participants and $207 billion in assets serviced, we’re one of the largest defined contribution plan providers in the U.S.³

TRANSAMERICA’S WORKPLACE EXPERIENCE

We're building a dashboard to arm employers with data, to help make it easier to manage employee benefits and take action.

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Talk to us about retirement plans

Drop us a line to talk about sponsor needs or request a proposal. We're ready to help.

¹ Transamerica Retirement Solutions or its affiliates may receive fees from many of the funds available in the plan as compensation for the record keeping and administrative services provided to plan participants. These fees are incorporated into the fund’s net expense ratio.

² As of December, 31, 2017

³ As ranked by Plan Sponsor’s 2017 Recordkeeping Survey

RETIREMENT SOLUTIONS

The big picture, redefined

The Transamerica difference

Retirement in a new way

Security and convenience

Quality retirement solutions

Fee fairness

Open architecture

Bundled solutions

Variety of investments

Serving all markets

How we support sponsors and employees

Our commitment to employees

Knowledgeable professionals

Help at their fingertips

We're a leading provider

TRANSAMERICA’S WORKPLACE EXPERIENCE

Talk to us about retirement plans

Drop us a line to talk about sponsor needs or request a proposal. We're ready to help.