Retirement Resources
for Financial Professionals
Our Ongoing Commitment to Your Success
It takes a team to provide excellent service to our mutual clients. We recognize the important role advisors, consultants and third party administrators play in their success and we help by providing you access to the tools, research and expertise you expect from a leading retirement plan provider.
Healthcare Survey
Transamerica surveyed 150 healthcare benefit managers and executives to learn more about how they're designing retirement programs to improve employee financial wellness. Our exclusive survey compares plans across the broader industry and offers five key takeaways for sponsors and their advisors.
Higher Ed Survey
To better understand the challenges facing higher education institutions, Transamerica surveyed 150 benefit managers about the retirement programs available for faculty and staff. Key insights from our Retirement Plan Trends in Higher Education – 2021 report include:
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How institutions are dealing with the current economic conditions
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The impact of COVID-19 on retirement readiness
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The one expense that concerns faculty and staff more than retirement savings
Coming soon
Pooled Plan Arrangements
As a pioneer in the market, Transamerica is an industry leader for pooled plan arrangements. We have 20 years of pooled-plan experience, 290 sponsoring organizations, and nearly 15,000 adopting employers.* Plus, our recordkeeping technology offers a proven infrastructure for pooled plans, ensuring your plan will be administered most effectively and efficiently.
Where We Stand: Transamerica 2021 Market Outlook
Transamerica Asset Management, Inc. CIO Tom Wald, CFA®, examines the most memorable aspects of 2020 and what investors should know for this year.
Technology to keep you plugged in
Transamerica offers technology that makes it easy for you to manage your business. Our Advisor Portal is a one-stop shop for many of your business management needs.
Resources for your clients
Your clients rely on you to help them design and manage their retirement plan so their employees can confidently meet their retirement objectives. We provide service and solutions designed to assist you in meeting your clients’ specific needs. From administrative support and thought leadership to investments and educational resources — all are designed to help you build and sustain meaningful relationships with your clients.
Retirement Savings Calculator
Employees can use this calculator to see what their 401(k) balance will be based on slider variables they control, including contribution percentage, annual salary, and employer match.
Healthcare in Retirement Webinar
Have clients or employees attend this webinar to learn potential sources of healthcare coverage in retirement and to take a deeper dive into the details of Medicare.
Retirement Planner Calculator
Employees can use this calculator to help them visualize their retirement plan by viewing their retirement savings balance and withdrawals each year until the end of retirement.
How to Request a Transamerica RFP
We’ve made getting a Transamerica Request for Proposal simple. Just contact our sales team and they’ll start the process with you.
Resource Center
Transamerica’s Resource Center is your go-to source for valuable market insights, helpful articles, product information, business-building tools, and more.