Welcome to your retirement plan website
Meet Roth: Another way to save
Consider adding Roth contributions to your retirement account in 2021! A Roth account is funded with after-tax dollars and offers distinct advantages as you create your retirement strategy. Register for a live webinar with your Retirement Planning Consultant to learn more.
Show Them You Care
By naming and updating your beneficiaries, you ensure your retirement assets will go to the people you choose. It’s a way to show how much you care.
Playlists for financial success
Jumpstart your fiscal fitness in our new Financial Wellness Center. You’ll find quick financial lessons on a variety of topics — all designed to help you live your best financial life.
Year-Round Webinars
Whether you are just beginning your career, or you're nearing retirement, Transamerica provides educational webinars -- hosted by your dedicated onsite RPCs -- designed to help you stay informed during every step of your journey.
Guidance to Pursue Your Goals
When it comes to financial matters, sometimes it's nice to talk to a professional. From navigating financial decisions today to creating a smart strategy for tomorrow, a Transamerica Retirement Planning Consultant can help. The best part? This service is available as part of your retirement plan. Schedule an appointment today.
Contribution Limits
You may contribute up to $20,500 in 2022. If you are or will be age 50 by December 31, 2022, a catch-up provision limit allows you to contribute an additional $6,500 in 2022.
Are You Maximizing the Match?
Your health ministry may provide an employer matching contribution to eligible associates. Contact your onsite RPC to find out the specific employer match details for your location. Maximize your match by contributing enough to get the full employer match amount and by spreading your contributions throughout the entire calendar year.
Sign Up for Text Alerts
For reminders about important ways to make the most of your retirement plan benefit and upcoming education events, text Retire to 21299.
You'll receive up to 2 msg/month and can opt out at any time by texting 'STOP' to 21299. Text 'HELP' for Help. Mobile Terms & Conditions. Msg & Data rates may apply. To read our privacy policy click here.
Easy links
Check your balance, designate your beneficiary, or manage other tasks as you pursue your retirement goals. Click a topic below and log in to your account. Once logged in, you'll be taken directly to the desired page.
Set up your account
Create an online account to manage your retirement plan. If you haven't joined the plan, you can start here.
Check your balance
See how much is invested in your account. Log in to see the summary.
Brighten Your Retirement Outlook®
Find out if you're OnTrack® for a sunny retirement. Simply log in for more information.
- Log in
- View your account details
- Click "Are You OnTrack®?" on the left menu
- Explore your options to create a profile, enter your retirement goals, and Brighten Your Outlook®
Change how much you invest for the future
Want to make a difference over the long haul? If your plan allows, you can consider updating your contribution rate, the money set aside each paycheck for your retirement. Log in and get going.
Name your beneficiaries
As much as we'd all like to live forever (in good health, of course), it's important to plan for the future. Log in and take a minute to choose, review, or update your beneficiaries. Some plans require you to change beneficiaries offline. If you don't see "Beneficiaries" from your online account, please contact your plan administrator.
- Log in
- View your account details
- Click "Beneficiaries" under the Home menu on the left
- From here you can name or update beneficiaries on your account
Get e-documents
Take control of your account by signing up for e-documents. You'll receive notices of new statements, plan documents, and important account alerts through your email.
- Log in
- View your account details
- Click "e-documents" under the Home menu on the left
Simplify your life: Consider consolidating
Moving old retirement accounts to your Transamerica plan can make it easier to manage your assets. To see if consolidation is right for you, call 855-712-0562 or schedule a free phone consultation.
Getting Ready To Retire?
Retirement doesn't have to be about "winding down." If you're gearing up for retirement, we have tools and resources specifically for you.
RETIREMENT PLANNING. EVOLVED.
See how automated portfolio service, Managed Advice®, can help keep you on course to and through retirement.
Resources
Personal finance calculators
Get a sense of your financial health with these easy-to-use calculators.
Retirement savings
See how your retirement plan can be a helpful tool for investing for your future.
Social Security
How much could you receive from Social Security? Use this calculator for a quick estimate.
Retirement planner
Estimate how long your retirement savings may last.
Payroll deductions
See how changing your payroll deductions could impact your take home pay.
Savings goals
Discover what it will take to reach your savings goals.
Beneficiary required minimum distributions
If you’re the beneficiary of an inherited IRA, determine the required minimum distribution (RMD).
Required minimum distributions
Determine your required minimum distribution (RMD). The IRS requires these distributions from certain retirement accounts annually when you reach 72 years old.
Help is a click away
A dedicated Transamerica Retirement Planning Consultant can help you navigate financial decisions through any life event — because while retirement may be the ultimate goal, the decisions you make along the way can determine your ability to retire when and how you want.
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For associates employed by the following ministries, please contact the dedicated onsite Retirement Planning Consultant for the location where you are assigned to work:
Ascension Information Services
Medxcel Facilities Management
The Resource Group
System Office Ministry Wide Functions
Please contact Jennifer Baskerville, Director of Retirement Planning Consultants, regarding feedback on your local Transamerica onsite Retirement Planning Consultant at jennifer.baskerville@transamerica.com.
The role of the onsite Retirement Planning Consultant is to assist you with your retirement plan. There are no additional charges for meeting with your onsite Retirement Planning Consultant, who is a registered representative with Transamerica Investors Securities Corporation (TISC), 440 Mamaroneck Avenue, Harrison, NY 10528. Securities offered through TISC. Investment advisory services are offered through Transamerica Retirement Advisors, LLC (TRA), registered investment advisor. All Transamerica companies identified are affiliated, but are not affiliated with Ascension Healthcare.
Your Retirement Plan Information
Your employer may have included additional plan documents, your enrollment guide, fund performance and fee information, and other important notices for your review.
Ascension Healthcare 403(b) Retirement Savings Plan
Ascension Healthcare 401(k) Retirement Savings Plan
Ascension Healthcare Employer Contribution Account
Call Us
Our customer care team is available Monday through Friday, 8 a.m. – 9 p.m. ET.
If you have an online account, please have your login information available. Call us at 877-346-7284.
Transamerica VoicePass can provide security and convenience without having to remember a password when you call. VoicePass will identify you based on YOUR stored voiceprint which is as unique as your fingerprint. Call us at 877-346-7284 to get enrolled.
Be Well. Build Wealth.™
These days, getting financially fit and preparing for retirement is up to each and every one of us. Gain a holistic perspective, go beyond the numbers, and see how each step today can make a difference tomorrow.
Boost your physical and financial wellness
Read articles on physical and financial wellness, and the links in between, in our Knowledge Place.
Healthier Traditions Start Today
Create a healthier tomorrow by making small changes today. Start with easy recipes, videos, and tips from the Transamerica Center for Health Studies.
Your Wealth + HealthSM Toolkit
Future healthcare expenses are important to consider as you build a long-term retirement strategy. Explore these interactive tools and resources developed in collaboration with the American Heart Association.
IMPORTANT INFORMATION - Please download and read
Please download and review the Transamerica Retirement Advisors, LLC Form CRS
Important information about consolidation: Transfer specialists are registered representatives of Transamerica Investors Securities Corporation (TISC). Review the fees and expenses you pay, including any charges associated with transferring your account, to see if consolidating your accounts could help reduce your costs. Be sure to consider whether such a transfer changes any features or benefits that may be important to you.
The role of the onsite Retirement Planning Consultant is to assist you with your retirement plan. There are no additional charges for meeting with your Retirement Planning Consultant, who is a registered representative with Transamerica Investors Securities Corporation (TISC), member FINRA, 440 Mamaronek Avenue, Harrison, NY 10528, and registered investment advisor of Transamerica Retirement Advisors, LLC (TRA), Registered Investment Advisor. All Transamerica companies are affiliated, but are not affiliated with your employer.
IMPORTANT INFORMATION: About Probability Illustrations, Limitations, and Key Assumptions
The probability illustrations generated from the engine are based on “Monte Carlo” simulations of 500 possible investment scenarios for a given time period and assume a range of possible returns. The illustrations are generated according to models developed by Morningstar Investment Management LLC, a leading independent provider of asset allocation, manager selection, and portfolio construction. The Your Retirement Outlook® graphic reflects the difference between the model’s estimated annual income (which corresponds to a 70% probability level of income in the investment scenarios simulated) and your annual income goal.
When forecasting the probability of achieving your income goal, the model employs different returns for different asset classes, based on Morningstar Investment Management’s capital market assumptions developed using historical and forward-looking data. Forecasts of expected return, expected standard deviation and correlation among asset classes based on Morningstar Investment Management LLC's proprietary equity, fixed income, currency and risk models. Current assets are assigned to asset classes based on Morningstar Categories, and fees and charges inherent in investing are incorporated with an average fee assumption for each asset class. The benchmarks used for modeling the various asset classes are below. Return assumptions are updated annually; these updates may have a material impact on your projections. Return assumptions are estimates not guarantees. The returns you experience may be materially different than projections. You cannot invest directly in an index.
| Lower Risk/ Volatility |
Asset Class Cash Alternatives Short Term Bonds Aggregate Bonds Foreign Bonds Direct Real Estate High Yield Bonds TIPS Long Term Bonds Large Cap Value Equity Large Cap Equity Mid Cap Value Equity Mid Cap Equity International Equity Commodities Mid / Small Cap Value Equity Large Cap Growth Equity Mid / Small Cap Equity Small Cap Value Equity Small Cap Equity Mid Cap Growth Equity Mid / Small Cap Growth Equity REITs Small Cap Growth Equity Emerging Markets Equity |
Benchmark BofA ML US Treasury Bill 3 Month USD BarCap US Govt/Credit 1-3 Yr TR USD Barclays Capital US Agg Bond TR Barclays Global Aggregate Ex USD TR NCREIF Transaction Based Index Barclays Capital US Corporate High Yield TR Barclays Capital Global Inflation Linked US TIPS TR Barclays Capital US Govt/Credit Long TR Russell 1000 Value TR Russell 1000 TR Russell Mid Cap Value TR Russell Mid Cap TR MSCI EAFE GR Bloomberg Commodity TR Russell 2500 Value TR Russell 1000 Growth TR Russell 2500 TR Russell 2000 Value TR Russell 2000 TR Russell Mid Cap Growth TR Russell 2500 Growth TR FTSE NAREIT Equity REITs TR Russell 2000 Growth TR MSCI EM GR |
|
| Higher Risk/ Volatility |
Unless you choose otherwise or your employer supplies different information, the probability illustrations assume retirement at the age at which you qualify for full Social Security benefits and an annual retirement income goal of 80% of your projected final working salary. Social Security estimates are based on the Social Security Administration methodology and your current salary. The probability illustrations also assume a consistent contribution percentage and asset allocation (no future changes or rebalancing unless you are subscribed to a managed account or a target date asset allocation service), annual inflation of approximately 2%, and annual salary increases based on a calculation that incorporates multiple factors including a salary growth curve and inflation. Mortality assumptions are based on the Society of Actuaries tables.
The engine utilizes models, algorithms and/or calculations ("Models"). The Models are subject to a number of limitations. Returns associated with market extremes may occur more frequently than assumed in the Models. Some asset classes have relatively limited histories; for these classes the Models use historical data for shorter time periods. The Model does not consider other asset classes such as hedge funds or private equity, which may have characteristics similar or superior to those used in the Model. Capital market assumptions are forecasts which involve known and unknown risks, uncertainties, and other factors which may cause the actual results to differ materially and/or substantially from any future results, performance, or achievements expressed or implied by those projections for any reason. Additionally, Models have inherent risks. Models may incorrectly forecast future behavior or produce unexpected results resulting in losses. The success of using Models depends on numerous factors, including the validity, accuracy and completeness of the Model’s development, implementation and maintenance, the Model’s assumptions, factors, algorithms and methodologies, and the accuracy and reliability of the supplied historical or other data. If incorrect data is entered into even a well-founded Model, the resulting information will be incorrect. Investments selected with the use of Models may perform differently than expected as a result of the design of the Model, inputs into the Model, or other factors.
There is no guarantee that your income goal will be achieved or that the aggregate accumulated amount will ensure a specified annual retirement income. Results may vary with each use and over time.
IMPORTANT: The projections or other information generated by the engine regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Moreover, even though the tool’s estimates are statistically sound based upon the simulations it runs, the tool cannot foresee or account for every possible scenario that may negatively impact your financial situation. Thus you should monitor your account regularly and base your investment decisions on your time horizon, risk tolerance, and personal financial situation, as well as on the information in the prospectuses for investments you consider.
Transamerica has licensed the Morningstar® Wealth Forecasting EngineSM from Morningstar, Inc., which is used by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc, in the services it provides to participants. Morningstar and Morningstar Investment Management are not affiliated with Transamerica. The Morningstar name and logo are registered marks of Morningstar, Inc.