Expert Focus on Retirement Plans
A leader in the retirement plan industry.
Leveraging expertise honed by more than 75 years in business, we serve more than 4 million retirement plan participants across the entire spectrum of defined benefit and defined contribution plans, including 401(k) and 403(b) (Traditional and Roth), 457, profit sharing, money purchase, cash balance, Taft-Hartley, multiple employer plans, nonqualified deferred compensation, and rollover IRAs.
Know Your Retirement Outlook
Our online planning tool, OnTrack, provides a personalized snapshot of your complete financial picture, and helps you assess whether your current strategy has you on pace toward achieving your retirement income goals. In fact, the more information you provide, the more comprehensive Your Retirement Outlook will be.
Rollover Individual Retirement Accounts
Take control of your retirement saving strategy.
Changing jobs? Approaching retirement? You typically have four options – and may have the ability to engage in a combination of these options:
- Leave the money in your former employer's plan if permitted;
- Roll over to an IRA; or
- Roll over the assets to your new employer's plan, if one is available and rollovers are permitted;
- Cash out the value of your plan account.
Each choice offers advantages and disadvantages depending on your situation. There may be benefits in leaving plan assets with your old employer or rolling assets into a plan sponsored by a new employer. There also may be benefits to rolling over to an IRA.
Enjoy the convenience of total control over your available investment options combined with the tax-deferred benefits of a traditional retirement savings plan. You may wish to speak to a Transamerica retirement counselor to provide you with assistance when making this decision. Our counselors are ready to help you.