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.
Retirement plan trends in today's healthcare market
Transamerica continues our longstanding commitment to provide relevant insights into the retirement and financial wellness practices of healthcare organizations with our 2021 Healthcare Trends survey. In this, our 15th such study, you’ll find data gathered from 70+ healthcare organizations, and the five key takeaways gathered from their responses.
Retirement plan trends in higher education
Institutions of higher education face challenges that may differ from those of other organizations. We surveyed benefits staff in higher education to find out how they are shaping benefits in response to economic and other trends, and what their concerns are about preparing for retirement.
Pooled plan arrangements
Transamerica's 20+ years of experience with pooled plan arrangements gives us keen insight into the opportunities they deliver for organizations sponsoring and adopting them, and especially for participants. With 338 sponsoring organizations and nearly 15,000 adopting employers, we are leaders in pooled plan arrangements. And our recordkeeping technology offers a proven infrastructure, ensuring your plan will be administered most effectively and efficiently.
Transamerica 2022 Mid-Year Market Outlook
Transamerica Asset Management, Inc. CIO Tom Wald, CFA® takes a timely and in-depth look at the market, the economy, and what the second half of 2022 may bring.
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 retirement plan 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.