Plan Administrator Support Center
Retirement Plan Management Made Easier
Transamerica is committed to providing plan sponsors with the resources they need to successfully manage their plans.
Your Transamerica plan sponsor website is designed to make plan management easy and efficient.
Be sure to watch this short video for an overview of the site features and navigation.
User Guide
Get the most out of your plan sponsor site.
Check out the user guide to learn more about the enhanced features and functionality.
Instructional Videos
In addition to the user guide, this library of instructional videos provides step-by-step demonstrations of key administrative features.
Plan Sponsor Website Overview Video
Take a moment to watch this overview of the Plan Sponsor website's navigation and features.
Logging In
Let's start at the beginning and make sure you get logged into the site successfully. This quick video outlines the steps needed to get started on the site.
File Transfers
Through your secure file transfer portal, data exchange is simplified and streamlined.
Watch this tutorial for sending and receiving files with Transamerica.
Running Reports
Utilizing data for deeper insight into your plan and participants is critical to success.
Check out this video on how to configure, run and schedule your reports with ease.
Participant Management
With an optimized search tool and clear layout, managing participants is simple and straightforward.
Take a quick tour to see how participant details are easily accessible and efficiently organized.
Viewing Investments
Accessing your fund line up and investment performance details has never been easier.
Check out this video to learn more.
User Management
With our user management feature, we’ve put overseeing plan access in your hands where it should be.
Watch this video to learn how to add a new contact.
Activating Your Account
If you have recently been added as a contact to the updated Plan Sponsor website, you will need to activate your account. This video outlines steps to complete including creating your log in credentials and verifying your identity.
Frequently Asked Questions
We are here to help
Browse through the list of frequently asked questions to find quick answers to your questions.
Logging In
How do I log into the Transamerica Plan Sponsor Website for the first time after I have been notified that my onboarding is completed?
How do I log into the Transamerica Plan Sponsor Website for the first time after I have been notified that my onboarding is completed?
- Go to secure2.transamerica.com
- Enter your username and password
- Complete the one-time step to review and agree to the updated terms of use
- On the unrecognized device screen, choose the device to receive your security validation code
- Enter the security validation code
- You will be taken to the welcome page, where you will have a global view of all your Transamerica retirement plans
Check out this short video to watch the process in action.
How do I retrieve my username if I forgot it?
How do I retrieve my username if I forgot it?
If you have forgotten your username, please click on the Forgot Username from the Login screen, choose Employer, and then follow the instructions to have your username emailed to you.
How do I change my password?
How do I change my password?
Once you have logged into the Transamerica Plan Sponsor Website, Passwords can be changed anytime by clicking on Profile and then clicking on Update your password and other security settings here at the bottom of the profile screen under Security.
Upgrade Information
How did Transamerica determine which of your contacts to upgrade to the new Plan Sponsor Website?
How did Transamerica determine which of your contacts to upgrade to the new Plan Sponsor Website?
Transamerica will automatically upgrade any of your Plan Sponsor Direct (PSD) sponsor contacts who have had recent activity (activity in the last 15 months) to the new Transamerica Plan Sponsor Website.
If a user is not setup in Plan Sponsor Direct or has not had recent activity, they will not be upgraded to the new Transamerica Plan Sponsor Website/One Payroll Application.
Auditors and Advisors need to remain on the Plan Sponsor Direct (PSD) site and cannot be added to the new Plan Sponsor Site at this time.
How will I know that I have been upgraded to the enhanced Plan Sponsor Website?
How will I know that I have been upgraded to the enhanced Plan Sponsor Website?
You will receive an email from Transamerica letting you know once you have been onboarded to the enhanced Transamerica Plan Sponsor Website.
Will the URL to access the enhanced site be different than what I use today?
Will the URL to access the enhanced site be different than what I use today?
Yes, the URL has been modified, please use the following URL to access the enhanced site:
Will my username and password change after I have been onboarded to the Transamerica Plan Sponsor Website?
Will my username and password change after I have been onboarded to the Transamerica Plan Sponsor Website?
No, you will use your existing username and password.
Once I have been onboarded to the enhanced Plan Sponsor Website, can I still access the legacy site – Plan Sponsor Direct?
Once I have been onboarded to the enhanced Plan Sponsor Website, can I still access the legacy site – Plan Sponsor Direct?
No, once you have been moved over to the new website, you will not be able to access the Plan Sponsor Direct Website. However, you should have everything you need and more to service your plan on the new Transamerica Plan Sponsor Website.
Once on the site
Where can I find instructions to familiarize myself with the enhanced features?
Where can I find instructions to familiarize myself with the enhanced features?
Please reference our Plan Sponsor User Guide or instructional videos to learn more about the site's features.
Support
Who do I contact if I need Help while on the site?
Who do I contact if I need Help while on the site?
For technical issue please click the help button in the top navigation bar of the site to submit a support request form, and we will get back to you as soon as possible.
For general plan related questions please contact your Transamerica representative.
Insurance products and services are offered or issued by Transamerica Life Insurance Company, Cedar Rapids, IA; Transamerica Financial Life Insurance Company, Harrison, NY (licensed in New York); and Transamerica Casualty Insurance Company, Cedar Rapids, IA. Securities offered through Transamerica Investors Securities Corporation, Harrison, NY. Variable products and mutual funds are underwritten and distributed by Transamerica Capital, Inc., and/or distributed by Transamerica Investors Securities Corporation, each a broker-dealer and member of FINRA. Securities and investment advisory services offered by Transamerica Financial Advisors, Inc., a broker-dealer, member of FINRA, SIPC and a Registered Investment Adviser. Investment advisory services focused on the unique needs of individual retirees, retirement plans, and their participants offered by Transamerica Retirement Advisors, LLC, a Registered Investment Advisor. Health savings products and services offered through Transamerica Health Savings Solutions, LLC. References to Transamerica on this site apply to an individual company or collectively to these and other Transamerica companies. This site may not yet be approved by the Departments of Insurance in all states at the time of publication. Transamerica companies are part of the Aegon Group. Copyright 2011 - 2023 Transamerica Corporation, 6400 C Street SW, Cedar Rapids, IA 52499 — All Rights Reserved.