Retirement guidance for career transitions
Help participants embrace change
Helping your employees retire on time — and on their terms — can enhance productivity while lowering recruiting and retention costs. And when it’s time to change jobs or retire, our experienced financial professionals can provide personalized advice to help your plan participants who aren’t working with a trusted advisor to make a smooth transition.
Benefits for employers
- An established program that’s easy to execute
- Extension of plan benefits, at no added cost
- A potential increase in participant satisfaction
Benefits for employees
- Personalized guidance through career transitions
- Access to a team of experienced financial professionals
- Proactive, customized, and relevant communications
Two-thirds of workers (66%)
would like more information and advice from their employers on how to reach their retirement goals.
Your participants. Our focus.
Personalized guidance for career transitions
We provide one-on-one guidance to help your participants confidently navigate retirement plan changes and career transitions, including educating them on available distribution options and the related potential tax implications. We also offer guidance on severance, early retirement programs, and other potential workplace benefits.
Retirement transition
Our dedicated team of financial professionals is available to guide participants through key decisions, such as considering their big-picture retirement goals, choosing healthcare coverage, and creating a sustainable income strategy and spending plan.
Explore our IRA solutions
Individual retirement accounts (IRAs) can complement workplace retirement plans, potentially offering a wider range of investment options and allowing participants to continue protecting their tax-deferred retirement savings. Our advisors can help your participants determine if a Transamerica IRA makes sense for them.
Learn more about our retirement solutions
A trusted provider
Our experience, expertise, and proprietary recordkeeping platform help employers meet their unique goals — no matter the size of their organization.
Tailored retirement plans
As a pooled plan pioneer and leading provider, we have custom solutions to meet your needs.
Important information
When rolling over or transferring from an employer plan, be sure to consider whether the asset transfer changes any of the features and benefits that may be important to you including: the range of investment options available; investment-related fees or plan expenses that may be incurred; service levels available; availability and circumstances of penalty-free withdrawals; timing of required minimum distributions; federal protection of assets from creditors and judgments; and tax consequences of rolling employer stock into a new plan.
Transamerica and its agents and representatives do not provide tax or legal advice. This material is for informational purposes and should not be construed as legal or tax advice. For legal or tax advice concerning your situation, please consult your attorney or tax professional.