Transamerica'sManaged Advice ®

Professional, Personal, Easy-to-Use.
Managed Advice

Participating in your workplace retirement plan is a terrific foundation for retirement readiness. But putting money in the plan is not the same as having a thought-out retirement strategy.

Your retirement plan offers an advisory service called Managed Advice. Managed Advice creates a personalized retirement strategy just for you, based on the pillars of professional retirement planning.

Find Managed Advice under the Manage tab in the left-hand menu. If you're using another asset allocation service, you can find it on your account overview page.

We turn to professionals for many of our daily needs
From doctors and dentists to mechanics and tech support, we frequently use professionals to help us with things outside our area of expertise. Why should retirement planning be any different?

How does Managed Advice work?

Managed Advice provides a personalized retirement strategy based on data already in your Transamerica account and adjusts the strategy as you add more information to your profile. It brings together the pieces below, giving you a strong foundation for a successful retirement.
How much does it cost?
Transamerica and your employer are providing this service for less than what you’d typically pay an independent financial advisor.1 The fee is no more than 0.45% annually, which comes to about 38 cents for every $1,000 in your account per month. For specific fee information, please log in to your account.

Ready to sign up?

Simply log in to your account to get started.