Service commitment
Your satisfaction drives everything we do
Employers expect and deserve excellent service when working with a leading retirement plan provider. Your plan is our purpose, and we’re committed to delivering the best possible retirement plan experience for you and your participants.
Delivering for you
For more than 85 years, Transamerica has expanded access to retirement plans and taken a consultative approach to serving employers of all sizes across industries. Our vast experience includes meeting the needs of large, complex organizations with multiple plans, such as healthcare and higher education. You can rely on our state-of-the-art, proprietary recordkeeping system to ensure your retirement benefit plans run smoothly.
Defining success for your plan
We consistently measure plan performance and determine areas for improvement, making adjustments along the way.
Your experienced service team
Your dedicated Transamerica team will establish performance goals, create a communications and education strategy, and monitor ongoing plan health.
Passionate about client satisfaction
We proactively seek customer feedback and use it to drive ongoing improvements in how we serve plan sponsors and participants.
Flexible recordkeeping technology
Our proprietary recordkeeping system can administer large, complex plans and meet the unique needs of smaller employers and pooled plans.
Case study: Using technology to improve service
When a renowned fashion conglomerate wanted to modernize its defined benefit plan administration, they turned to Transamerica for help. Our team aggregated and transitioned thousands of files to a next-generation system, helping the company and its retirement plan participants enjoy the benefits of seamless administration.
Financial pros by your side
Transamerica’s knowledgeable, experienced retirement planning consultants (RPCs) can help optimize plans and improve participant outcomes.
Support for plan sponsors
Our RPC management team can build an education strategy tailored to your plan goals, including campaigns targeted for specific employee groups.
Support for participants
RPCs are available to help employees optimize their retirement plan, navigate life events, or discuss other financial wellness topics.
The impact of meeting with an RPC
32%
29%
99%
Enhancing the participant experience
To help employees successfully prepare for the future, we offer automated investing services, a comprehensive communications program, and an enhanced digital experience that shows their progress toward their retirement goals.
PortfolioXpress®
OnTrack®
Advice services
Workplace wellness
Helping people live their best lives
See how we can help your employees prepare for a brighter future. Learn more about our retirement solutions and our employer-sponsored retirement plans.
Important information
Retirement planning consultants are registered representatives of 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. All Transamerica companies identified are affiliated.
Important: The projections or other information generated by the advice engine (which produces Your Retirement Outlook®) 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.
PortfolioXpress® is a registered service mark of Transamerica. PortfolioXpress® presents a series of asset allocation models up to and through a designated retirement year. The participant is solely responsible for selecting the retirement year and risk preference (if applicable). By subscribing to the service, the participant agrees to each of the asset allocation mixes and each of the automated rebalancing transactions that will take place over time within the account as the participant approaches a selected retirement year. If participants sign up, they should carefully review the service agreement for details on any applicable fees and other terms and conditions that may apply. PortfolioXpress® is designed as investment education. Transamerica or its affiliates do not provide investment advice to PortfolioXpress® nor does Transamerica act as a plan fiduciary. Retirement date portfolios are subject to the same risks as the underlying asset classes in which they invest. The higher the portfolio's allocation to stocks generally the greater the risk. The principal value of the portfolio is never guaranteed, including at and after the target date. Diversification does not guarantee against loss in a falling market.
Transamerica’s Advice Services includes Managed Advice® and Advisor Managed AdviceSM. 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 AdviceSM 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.