The Retirement Plan Exchange with fiduciaryPATH® was designed to reduce your administrative burden, transfer certain risks, and reduce the overall plan cost.
The power of the Retirement Plan Exchange with fiduciaryPATH®
Download important Retirement Plan Exchange with fiduciaryPATH® materials here so you can share information on services fees, options, and the benefits of consolidating retirement services with your small business clients.
The Exchange is not a multiple employer plan (MEP). Unlike a MEP, certain plan qualification and ERISA requirements are applied at the individual plan level. The information provided in this brochure is based upon complex requirements of the Internal Revenue Code and Treasury regulations. This information is intended to be used as an executive summary or overview and is being provided for informational purposes only. It should not be viewed as an investment recommendation by Transamerica for customers or prospective customers. Although care has been taken to present the material accurately, Transamerica disclaims any implied or actual warranties as to the accuracy of any material herein or completeness and any liability with respect thereto. Customers seeking advice regarding their particular investment needs should contact a financial professional.
Transamerica is a nondiscretionary service provider to the Retirement Plan fiduciaryPATH Exchange and may engage in its marketing to prospective clients and their representatives. Other service providers include fiduciaryPATH and Pensys.