Welcome to your retirement plan website
Important Information
Discover more about the benefits of the Loyola University Defined Contribution Retirement Plan.
Simplify your retirement journey
Do you have retirement accounts with former employers? You have options. Watch our short video or call us at 855-712-0562.
Playlists for financial success
Visit our Financial Wellness Center for quick lessons on topics designed to help you live your best financial life.
No matter where you are on your journey, the resources on this page are designed to help you prepare for and get the most out of retirement.
No longer working with Loyola?
Manage your Transamerica account here.
Investment Education To Help You Reach Brighter Retirement Outcomes
Managed Advice®
Take the guesswork out of retirement planning with an easy-to-use professionally managed account service that takes care of your investment strategy and recommends how much to save.
PortfolioXpress®
When investing for the future, keep things simple with this automated service that creates a diversified investment strategy based on your age, risk tolerance, and desired retirement date.
Personal Choice Retirement Account® (PCRA)
Want more investment options than what's currently in your plan? Explore how PCRA can unlock thousands of additional investment opportunities.
Download the mobile app
The Transamerica Retirement app makes it easy to check your balance and make account adjustments anytime, anywhere.
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.
1. Log in.
2. View your account details.
3. Click "Are You OnTrack®?" on the left menu.
4. Explore your options to create a profile, enter your retirement goals, and Brighten Your Outlook®.
OnTrack is only available for certain plans.
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.
1. Log in.
2. View your account details.
3. Click "Beneficiaries" under the Home menu on the left.
4. 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.
1. Log in.
2. View your account details.
3. Click "e-documents" under the Home menu on the left.
Changing jobs?
Navigate job or career changes with confidence. Find out what options you may have with a prior retirement plan and ensure your hard-earned savings are always working for you.
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.
A customized portfolio built for you
See how Managed Advice® can help you stay on course toward meeting your retirement goals.
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). If you did not turn 72 by the end of 2022, the IRS requires these distributions from certain retirement accounts annually when you reach age 73.
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.
Plan Information
Please find more information about your plan's investments, associated fees and documents.
Call us
Our customer care team is available Monday through Friday, 7 a.m. to 9 p.m. CT.
If you have an online account, please have your login information available. Call us at 773.508.2770.
Want to meet with a Transamerica representative?
Transamerica representatives will be on site. Click here to schedule an appointment.
Live your best life
Gain a holistic perspective by going beyond the numbers to live your best life. See how each step you take today can make a meaningful difference tomorrow.
Tips to manage your stress levels
Read articles on ways to better manage your stress, and why it's important to maintain healthy stress levels.
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.
Manage your stress today
Everyone experiences stress. Get tips on how to better manage yours in this 60-second video from the American Heart Association and Transamerica.
IMPORTANT INFORMATION - Please download and read
Please download and review the Transamerica Retirement Advisors, LLC Form CRS, which may apply to certain services offered by your plan.
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.
Important: The projections or other information generated by the engine (which produces Your Retirement Outlook®) regarding the likelihood of various investment outcomes are hypothetical, do not reflect actual investment results, and are not guarantees of future results. Results derived from the tool may vary with each use and over time.
Schwab Personal Choice Retirement Account® (PCRA) is not a fund but rather a participant self-directed brokerage account maintained at Charles Schwab & Co., Inc. Participants must individually apply for PCRA and are solely responsible for their fund selections made under the PCRA. Commissions and transaction fees may apply to fund trades placed outside of the Schwab Mutual Fund OneSource® program or trades on other investment vehicles available through Schwab. An annual fee of $50 will be applied by Transamerica Retirement Solutions if you invest in the Schwab PCRA. Securities purchased through the PCRA are available through Charles Schwab & Co. Inc., (Member SIPC). Charles Schwab & Co., Inc. is not affiliated with Transamerica.
PortfolioXpress® is a registered service mark of Transamerica. PortfolioXpress® presents a series of asset allocation models based on a designated retirement year. You are solely responsible for selecting the retirement year and risk preference, if applicable. In implementing the service, you agree to each of the asset allocation mixes and automated rebalancing transactions that will take place over time within your account as you approach the selected retirement year. If you do not designate a retirement year, the plan will set your target retirement year as the year in which you attain age 65. You can change your target retirement year, or turn PortfolioXpress® off, at any time. PortfolioXpress® is designed as investment education. Transamerica or its affiliates do not provide investment advice to PortfolioXpress® nor does Transamerica act as a plan fiduciary. Retirement date portfolios are subject to the same risks as the underlying asset classes in which they invest. The higher the portfolio’s allocation to stocks, the greater the risk. The principal value of the portfolio is not guaranteed at any time, including at and after the target date. Diversification does not guarantee against loss in a falling market.
Transamerica’s Advice Services includes Managed Advice® and Advisor Managed Advice℠. The Managed Advice® service is available within employer-sponsored plan or an IRA and is offered through Transamerica Retirement Advisors, LLC (“TRA”), an SEC registered investment advisor. In a retirement plan, the investment options used in Managed Advice® are selected by your plan sponsor/plan fiduciary. In an IRA, the investment options used in Managed Advice® have been selected by an independent, third-party registered investment advisor, who acts as a fiduciary for lineup selection. The Advisor Managed Advice℠ Service is offered through your retirement plan’s third-party registered investment advisor and TRA, and investment options are selected by your plan sponsor/plan fiduciary. TRA does not select or endorse any of the investment options available in a plan or in an IRA. Investment options may include Transamerica proprietary investment funds or stable value products offered by Transamerica affiliates. Transamerica Retirement Solutions and TRA are affiliated companies. Morningstar Investment Management, LLC®, a wholly-owned subsidiary of Morningstar Inc. is an SEC-registered investment advisor that serves as an independent financial expert and provides the underlying investment advice and portfolio management methodology for Advice Services. Neither Morningstar nor your plan’s third- party registered investment adviser (as applicable) is affiliated with any Transamerica companies. Please see the Advice Services agreement as applicable for more information on the terms and conditions that apply as well as the information provided to you in Form ADV Part 2A. Investment return and principal value will fluctuate with market conditions and you may lose money.