Coronavirus Aid, Relief, and Economic Security Act

If you have been impacted by the coronavirus, recent federal legislation, known as the Coronavirus Aid, Relief, and Economic Security (CARES) Act, allows Northwell Health to provide you with increased flexibility if you need to access money from your retirement account.


This increased flexibility provides for access to tax-advantaged coronavirus-related distributions and expanded loan provisions, including the option to suspend loan payments for up to one year, for participants who meet the qualifications. For complete detailed information on the CARES Act, please click here.


Coronavirus-related distributions and/or loans can impact your ability to retire when you want - so they should be considered as a last resort.


To commence a coronavirus-related distribution and/or loan , LOG IN to access your Northwell Health retirement plan account. Select Forms from the Home tab on the main menu. Then select either the CARES Distribution Request in the Distribution section or the CARES Loan Request in the Loan section and proceed as directed on each request.

Free 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 (RPC) can help. The best part? This service is available at no cost to you. Schedule a phone appointment today.
Schedule Appointment
Diane Aurelio, CFP®, CRPC®

Diane joined Transamerica in 2014 and brings 18 years of investment services experience including 12 years working with individual households.


She’s a proud alumni of St. John’s University and is a member of the Financial Planning Association.


Diane carries a Series 7 and Series 66 as well as Life, Health, and Variable Annuity professional licenses.

Joseph Viggiani, CRPC®

Joe joined Transamerica in 2017 and brings 17 years of financial services experience. Joe has an MBA, a Graduate Certificate in Financial Psychology and Behavioral Finance, and is a Certified Financial Behavior Specialist®.


Joe carries a Series 7, Series 63, and Series 66 professional licenses.

Humberto Minaya, CRPC®

¡HABLO ESPAÑOL!


Bert joined Transamerica in 2017 and brings 14 years of financial services experience.


Bert carries a Series 6, Series 7, Series 63, and Series 65 professional licenses.

Quick links

Enroll or set up an online account, see how your investments are doing, and manage your retirement account.
Create an online account to manage your retirement plan. If you haven't joined the plan, you can start here.
See how much is invested in your account. Log in to see the summary.
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.

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.
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
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
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 Resources

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Personal finance calculators

Get a sense of your financial health with these easy-to-use calculators.
See how your retirement plan can be a helpful tool for investing for your future.
How much could you receive from Social Security? Use this calculator for a quick estimate.
Estimate how long your retirement savings may last.
See how changing your payroll deductions could impact your take home pay.
Discover what it will take to reach your savings goals.
If you’re the beneficiary of an inherited IRA, determine the required minimum distribution (RMD).
Determine your required minimum distribution (RMD). The IRS requires these distributions from certain retirement accounts annually when you reach 72 years old.

Funds and fees information

As of April 1, 2020, the guaranteed interest rate for the MetLife Fixed Interest Separate Account will be 2.80% for the 403(b) and 457(b) plan and 2.60% for the 401(k) plan. These rates are guaranteed through March 31, 2021.

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.

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