Transamerica Bolsters Pooled Retirement Plan Offerings with the Acquisition of TAG Resources, LLC

BALTIMORE - March 01, 2022 - Transamerica announced today the expansion of its pooled retirement plan capabilities with the acquisition of TAG Resources, LLC, a leading retirement services company based in Knoxville, Tennessee. The addition of TAG’s technology and service model will enable Transamerica to further expand its pooled retirement plan offerings to third party administrators (TPAs), financial advisors, broker-dealers, and defined contribution investment only (DCIO) exchange partners.

Transamerica Debuts Value-Focused Retirement Plan Solution for Small Employers

BALTIMORE - January 10, 2022 - Transamerica today announced the availability of a new packaged solution explicitly designed for small companies seeking to start a new workplace retirement plan for their employees. The Transamerica Advantage SolutionSM is a configurable retirement plan solution that combines all the technical expertise and participant services designed to operate a workplace retirement savings program efficiently. Plan sponsors will work with their financial advisor to choose a service and investment menu that best fits their needs.