Financial confidence for employees

Every American deserves a secure retirement. That’s why, for more than 85 years, Transamerica has focused on delivering retirement plan solutions for employers of all sizes to help employees face the future with confidence.

Proven recordkeeping system 

You benefit from a secure, efficient, and flexible recordkeeping system. Employees benefit by seeing their retirement benefits all in one place.  

Flexible architecture

Transamerica’s recordkeeping platform makes your job easier by simplifying plan administration and data management. You can customize plan design and easily compare it to others in your industry or geographic region.   

System integration

Changes or transactions are immediate, allowing accurate, timely participant data updates.  

Focus on cybersecurity

Our comprehensive information security program and data-recovery plan safeguard client and customer data against cyberthreats.  

Retirement plans tailored to your needs

Offering a retirement plan can help attract, reward, and retain quality employees. Transamerica’s services and investment choices can be tailored to an employer’s plan design — qualified or nonqualified.

401(k) plans

403(b) plans

Taft-Hartley plans

Pooled plans

Defined benefit plans

Nonqualified deferred compensation plans

Specialized industry expertise

#4

403(b) provider

60+

Years of not-for-profit experience

23

Years of experience in pooled plan solutions

Healthcare

A quality retirement plan is key to a strong workforce, and critically important for healthcare employers. Transamerica is a top 403(b) plan provider proudly serving the people who care for their communities.  

Higher education

Higher education institutions face unique challenges in preparing faculty and staff for retirement. Our extensive experience serving higher ed clients means Transamerica is uniquely prepared to support successful retirement outcomes in this sector.  

Workplace wellness solutions

Transamerica offers an array of financial wellness solutions to help employees confidently save for the future: 

  • Health savings accounts  
  • Flexible spending accounts (healthcare, lifestyle, dependent care, and more)   
  • Emergency savings accounts 
  • Emergency spending accounts 
  • Student loan assistance  
  • PTO Exchange solution 

Important information

Before adopting any plan, sponsors should carefully consider all of the benefits, risks, and costs associated with a plan. Information regarding retirement plans is general and is not intended as legal or tax advice. Retirement plans are complex, and the federal and state laws or regulations on which they are based vary for each type of plan and are subject to change. In addition, some products, investment vehicles, and services may not be available or appropriate in all workplace retirement plans. Plan sponsors and plan administrators may wish to seek the advice of legal counsel or a tax professional to address their specific situations.