NAPA Awards Recognize Transamerica as a Top Recordkeeper

Transamerica is ranked as a top retirement plan recordkeeper according to the annual Advisors’ Choice Awards sponsored by the National Association of Plan Advisors (NAPA). Based on feedback from retirement plan advisors, Transamerica received top accolades across five distinct retirement plan market segments, from mega market plans with assets of more than $250 million to micro plans with assets of less than $1 million.

Transamerica ranked in the top for the following services across a range of market segments:

  • Mobile App
  • Financial Wellness
  • Staff Credentials
  • Education Materials
  • Advisor Support
  • Participant Statement
  • Multi-Lingual Capabilities
  • Plan Health
  • Retirement Income

“With more than 85 years of experience helping people prepare for retirement, Transamerica is one of the most recognized, trusted names in financial services,” said Darren Zino, head of retirement distribution at Transamerica. “I couldn’t be more proud of our retirement team, who every day helps organizations of all sizes with tools, resources, and professional support to help their employees pursue a healthier, more secure retirement.”

NAPA relied on votes by financial advisors because of their expertise in comparing and evaluating recordkeepers for retirement plans. Advisors were asked to vote on retirement plan services using a 5-point scale, and only reviewing plans offered in their target markets. NAPA is an advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is an affiliate of the American Retirement Association. 

These accolades from NAPA affirm Transamerica as an industry leader in workplace solutions. The company works to meet the unique goals and objectives of their clients, regardless of plan size. Through innovative digital tools and resources, personalized communications, and financial wellness platforms, the company is focused on optimizing the experience for employers and their employees to help them live their best lives.