1"Average Financial Advisor Fees in 2021 - Everything You Need to Know", Advisory HQ, July 2021
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Our retirement advisors play an important role in Managed Advice, answering your retirement-related questions. Transamerica and its representatives do not provide tax or legal advice. For legal or tax advice on your situation, please consult your attorney or professional tax advisor.
Important: The projections or other information generated by the advice engine 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. Please visit your plan website for more information regarding the criteria and methodology used, the engine's limitations and key assumptions, and other important information.
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.
The role of the 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 Mamaroneck Avenue, Harrison, NY 10528. Investment advisory services are offered through Transamerica Retirement Advisors, LLC (TRA), registered investment advisor.
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