Guidance to pursue your goals

When it comes to financial matters, sometimes it's nice to talk to a professional. From navigating financial decisions today to creating a smart strategy for tomorrow, a Transamerica Retirement Planning Consultant can help. The best part? This service is available as part of your retirement plan. Schedule an appointment today.

Simplify your retirement journey

Do you have retirement accounts with former employers? You have options. Watch our short video or call us at 855-712-0562.

Playlists for financial success

Jumpstart your fiscal fitness in our new Financial Wellness Center. You’ll find quick financial lessons on a variety of topics — all designed to help you live your best financial life.

Maintain the long view

When markets drop, it's natural to want to take action. Fortunately, history can provide some much-needed perspective. Consider the following:

  • Downturns are normal. While declines can be unsettling, the U.S. stock market has been resilient. In general, markets have delivered long-term gains following temporary dips.
  • Don't try to “time the market.” Selling investments when markets decline could “lock in” losses and prevent you from benefiting from a market rebound.
  • Create a long-term strategy and stick with it. Make adjustments only when your goals or circumstances change — not in response to volatile markets.

A retirement planning consultant can help answer any questions you may have.

Year-round webinars

Whether you're just beginning your career, or you're nearing retirement, Transamerica provides educational webinars — hosted by your dedicated onsite RPCs — designed to help you stay informed during every step of your journey.

Contribution limits

You may contribute up to $23,500 in 2025. If you are or will be age 50 by December 31, 2025, a catch-up provision allows you to contribute an additional $7,500.

Are you maximizing the match?

Your health ministry may provide an employer matching contribution to eligible associates. Contact your onsite RPC to find out the specific employer match details for your location. Maximize your match by contributing enough to get the full employer match amount and by spreading your contributions throughout the calendar year.

Download the mobile app

The Transamerica Retirement app makes it easy to check your balance and make account adjustments anytime, anywhere.

Getting ready to retire?

Retirement doesn't have to be about "winding down." If you're gearing up for retirement, we have tools and resources specifically for you.

Managed Advice - updated

A customized portfolio built for you

See how Managed Advice® can help you stay on course toward meeting your retirement goals.

Personal finance calculators

Get a sense of your financial health with these easy-to-use calculators.

Retirement savings

See how your retirement plan can be a helpful tool for investing for your future.

Social Security

How much could you receive from Social Security? Use this calculator for a quick estimate.

Retirement planner

Estimate how long your retirement savings may last.

Payroll deductions

See how changing your payroll deductions could impact your take home pay.

Savings goals

Discover what it will take to reach your savings goals.

Beneficiary required minimum distributions

If you’re the beneficiary of an inherited IRA, determine the required minimum distribution (RMD).

Required minimum distributions

Determine your required minimum distribution (RMD). If you did not turn 72 by the end of 2022, the IRS requires these distributions from certain retirement accounts annually when you reach age 73.

Help is a click away

A dedicated Transamerica Retirement Planning Consultant can help you navigate financial decisions through any life event — because while retirement may be the ultimate goal, the decisions you make along the way can determine your ability to retire when and how you want. Please select the State, then find your location to determine your assigned Retirement Planning Consultant.

For associates employed in the following areas, please contact the dedicated onsite Retirement Planning Consultant for the location where you are assigned to work:

Ascension Technologies
Medxcel Facilities Management
The Resource Group
MOSTL - System Office Ministry Wide Functions

Alabama

Edward Gross

Mobile, AL
United States

Providence Hospital

Edward (Rusty) Gross is your retirement planning consultant for this location.

Marc Goodner

Birmingham, AL
United States

St. Vincent's Health System

Marc Goodner is your retirement planning consultant for this location.

Bradley Watts

Birmingham, AL
United States

St. Vincent's Health System

Brandley Watts is your retirement planning consultant for this location.

Jeff Schmidt

Birmingham, AL
United States

St. Vincent's Health System

Jeff Schmidt is your retirement planning consultant for these locations.

Arkansas

Bradley Watts

Gould, AR
United States

Ascension DePaul Services (Arkansas)
 

Brandley Watts is your retirement planning consultant for this location.

District of Columbia

Ron Harper

Washington, DC
United States

Providence Health System
Ascension Living Carroll Manor

Ron Harper is your retirement planning consultant for these locations.

Florida

Jill Kelley

Jacksonville, FL
United States

St. Catherine Labouré Manor
St. Vincent's HealthCare

Jill Kelley is your retirement planning consultant for these locations.

Edward Gross

Pensacola, Destin, Ft. Walton, FL
United States

Sacred Heart Health System
Healthcare-Sacred Heart - Main Hospital – Pensacola
Healthcare-Sacred Heart - SHHEC-Miramar Beach

Edward (Rusty) Gross is your retirement planning consultant for these locations.

Ron Harper

Panama City, FL
United States

Bay Medical Hospital

Ron Harper is your retirement planning consultant for these locations.

Illinois

Gloria Russell

Joliet/Bolingbrook/Mount Prospect/Rockford/Kankakee/Niles/Arlington Heights/Schaumburg/Hanover Park/North, IL
United States

The following locations, and their surrounding sites of care:

Ascension St. Joseph Medical Center – Joliet 
Ascension St. Mary – Kankakee 
Ascension Mercy Medical Center 
Ascension St. Francis Hospital 
Bolingbrook Corporate 
Villa Franciscan 
Rainbow Hospice 
St. Anne Center 
Saint Benedict Nursing & Rehab 
Alexian Brothers CMH 
Ascension Medical Group Schaumburg
Home Health and Hospice-Hanover Park

Gloria Russell is your retirement planning consultant for these locations.

Anthony Tavoletti

Chicago/Park Ridge, IL
United States

Ascension Holy Family Medical Center & surrounding locations
Presence Resurrection Med and surrounding locations 
Presence St. Mary Chicago and surrounding locations 
Presence St. Joseph Chicago and surrounding locations 
Resurrection Nursing & Rehab Ctr. and surrounding locations 
Marillac St. Vincent Family Services 
Ascension St. Joseph Services

Anthony Tavoletti is your retirement planning consultant for these locations.

Sheila Gindhart

Hoffman Estates, IL
United States

Alexian Brothers Behavioral Health Hospital and surrounding locations
Ascension St. Joseph Elgin and surrounding locations
Saint Alexius and surrounding locations

Sheila Gindhart is your retirement planning consultant for these locations.

Jonathan Robinson

Elk Grove Village, IL
United States

Ascension Alexian Brothers Medical Center & surrounding locations
 
Jonathan Robinson is your retirement planning consultant for these locations.

Indiana

Yvette Turnbaugh

Booneville/Evansville/Bedford/Salem/Winchester/North Vernon, IN
United States

Ascension St. Mary’s Physician Health Group
Ascension St. Vincent Dunn Hospital
Ascension St. Vincent Evansville Hospital
Ascension St. Vincent Jennings Hospital
Ascension St. Vincent Randolph Hospital
Ascension St. Vincent Salem Hospital
Ascension St. Vincent Warrick Hospital

Yvette Turnbaugh is your retirement planning consultant for these locations.

Steve Smith

Central Indiana,
United States

Ascension Indianapolis Medxcel
Ascension Ministry Service Center
Ascension PACE
Ascension Parkwood West
Ascension St. Vincent Anderson Hospital
Ascension St. Vincent Carmel Hospital
Ascension St. Vincent Clay
Ascension St. Vincent Fishers Hospital
Ascension St. Vincent Heart Center
Ascension St. Vincent Hospital Indianapolis
Ascension St. Vincent Kokomo Hospital
Ascension St. Vincent Mercy Hospital
Ascension St. Vincent Seton Hospital
Ascension St. Vincent Stress Center
Ascension St. Vincent Williamsport
Ascension St. Vincent Women's Hospital
CorVasc Medical Group

Steve

Kris Green

Avilla, IN
United States

Ascension Living Sacred Heart

Kansas

David Tritt

Manhattan/Pittsburg/Wamego/Wichita, KS
United States

Ascension Manhattan Hospital
Ascension Pittsburg Hospital
Ascension St. Joseph Hospital
Ascension St. Teresa Hospital
Ascension Via Christi Locations

David Tritt is your retirement planning consultant for these locations.

Justin Hancock

Derby/Hays/Wichita, KS
United States

Ascension Living Locations
Via Christi Clinic Locations
Via Christi Rehab Hospital
Via Christi St. Francis Hospital

Justin Hancock is your retirement planning consultant for these locations.

Louisiana

Ron Harper

New Orleans, LA
United States

Ascension DePaul Services (New Orleans)
DePaul Community Health Centers

Ron Harper is your retirement planning consultant for these locations.

Maryland

Ron Harper

Baltimore/Bladensburg/Emmitsburg/Silver Springs, MD
United States

The Daughters of Charity
Saint Agnes Healthcare 
Seton Medical Group 
Elizabeth Seton High School
St. Luke’s Institute, Inc. 
Mother Seton School and Seton Heritage Ministries

Ron Harper is your retirement planning consultant for these locations.

Michigan

Kris Green

Kalamazoo/Saginaw/Standish/Tawas City, MI
United States

Ascension Living – Kalamazoo
Borgess Health
St. Joseph Health System
St. Mary’s of Michigan
St. Mary’s of Michigan Standish

Kris Green is your retirement planning consultant for these locations.

David Tritt

Greater Detroit/Brighton/Rochester, MI
United States

Ascension St. John Hospital
Automated Benefit Services
Ascension Macomb – Oakland – Madison Heights
Ascension Providence Hospital – Southfield
Brighton Center for Recovery
Ascension Macomb-Oakland-Warren Campus
Ascension River District Hospital
Ascension Providence Rochester Hospital
Ascension Providence Hospital-Novi
Ascension Genesys
Ascension Medical Group and Corporate Services Building

David Tritt is your retirement planning consultant for these locations.

Sheila Gindhart

Greater Detroit/Brighton/Rochester, MI
United States

Ascension St. John Hospital
Automated Benefit Services
Ascension Macomb – Oakland – Madison Heights
Ascension Providence Hospital – Southfield
Brighton Center for Recovery
Ascension Macomb-Oakland-Warren Campus
Ascension River District Hospital
Ascension Providence Rochester Hospital
Ascension Providence Hospital-Novi
Ascension Genesys
Ascension Medical Group and Corporate Services Building

Sheila Gindhart is your retirement planning consultant for these locations.

Jonathan Robinson

Greater Detroit/Brighton/Rochester, MI
United States

Ascension St. John Hospital
Automated Benefit Services
Ascension Macomb – Oakland – Madison Heights
Ascension Providence Hospital – Southfield
Brighton Center for Recovery
Ascension Macomb-Oakland-Warren Campus
Ascension River District Hospital
Ascension Providence Rochester Hospital
Ascension Providence Hospital-Novi
Ascension Genesys
Ascension Medical Group and Corporate Services Building

Jonathan Robinson is your retirement planning consultant for these locations.

Gloria Russell

Greater Detroit/Brighton/Rochester, MI
United States

Ascension St. John Hospital
Automated Benefit Services
Ascension Macomb – Oakland – Madison Heights
Ascension Providence Hospital – Southfield
Brighton Center for Recovery
Ascension Macomb-Oakland-Warren Campus
Ascension River District Hospital
Ascension Providence Rochester Hospital
Ascension Providence Hospital-Novi
Ascension Genesys
Ascension Medical Group and Corporate Services Building

Gloria Russell is your retirement planning consultant for these locations.

Missouri

David Tritt

Kansas City/St. Louis, MO
United States

Seton Center
Ascension Living Sherbrooke Village
Ascension System Office
Ascension Living System Office
Daughters of Charity Ministries

David Tritt is your retirement planning consultant for these locations.

New York

John Hudgins

Lewiston, NY
United States

Our Lady of Peace

John Hudgins is your retirement planning consultant for this location.

Ron Harper

Albany, NY
United States

The Daughters of Charity

Ron Harper is your retirement planning consultant for these locations.

Oklahoma

John Hudgins

Tulsa, OK
United States

St. John's Health System

John Hudgins is your retirement planning consultant for this location.

David Tritt

Ponca City, OK
United States

Via Christi Village

David Tritt is your retirement planning consultant for this location.

Tennessee

Marc Goodner

Chattanooga/Nashville, TN
United States

Saint Thomas Health Services
Alexian Grove
Alexian Village locations
PACE
Private Duty Home Care

Marc Goodner is your retirement planning consultant for this location.

Bradley Watts

Nashville, TN
United States

Saint Thomas Health Services

Brad Watts is your retirement planning consultant for this location.

Texas

Edgardo Rey

Waco/Austin, TX
United States

Ascension DePaul Services (San Antonio)
Centro San Vicente
Dell Children's Medical Center
Dell Seton Medical Center
Providence Healthcare Network
Providence Park
Proyecto Juan Diego
Seton Healthcare Family

Edgardo Rey is your retirement planning consultant for these locations.

Jeff Schmidt

Austin, TX
United States

Dell Seton Medical Center
Seton Healthcare Family
Dell Children’s Medical Center

Jeff Schmidt is your retirement planning consultant for these locations.

Wisconsin

Jonathan Robinson

Milwaukee, WI
United States

Alexian Village of Milwaukee
Columbia St. Mary's
Clement Manor School, Sisters of St. Francis

Jonathan Robinson is your retirement planning consultant for these locations.

Kevin Breckenfelder

Milwaukee/Racine, WI
United States

Franciscan Woods
Lake Shore Manor
Terrace at St. Francis
Wheaton Franciscan Healthcare

Kevin Breckenfelder is your retirement planning consultant for these locations.

Sheila Gindhart

Appleton/Oshkosh, WI
United States

Ministry Healthcare – Mercy Medical Center
Ministry Healthcare – St.Elizabeth’s Hospital

Sheila Gindhart is your retirement planning consultant for these locations.

Important information

Please contact Jennifer Baskerville, Director of Retirement Planning Consultants, regarding feedback on your local Transamerica onsite Retirement Planning Consultant at jennifer.baskerville@transamerica.com.

The role of the onsite Retirement Planning Consultant is to assist you with your retirement plan. There are no additional charges for meeting with your onsite Retirement Planning Consultant, who is a registered representative with Transamerica Investors Securities Corporation (TISC), 440 Mamaroneck Avenue, Harrison, NY 10528. Securities offered through TISC. Investment advisory services are offered through Transamerica Retirement Advisors, LLC (TRA), registered investment advisor. All Transamerica companies identified are affiliated, but are not affiliated with Ascension Healthcare.

Your retirement plan information

Your employer may have included additional plan documents, your enrollment guide, fund performance and fee information, and other important notices for your review.

Ascension Healthcare 403(b) Retirement Savings Plan

Ascension Healthcare 401(k) Retirement Savings Plan

Ascension Healthcare Employer Contribution Account

Call us

Our customer care team is available Monday through Friday, 8 a.m. – 8 p.m. ET.

Please call us at 877-346-7284 and say “Yes” when prompted to access your Retirement Savings Program account administered by Transamerica.

Transamerica VoicePass can provide security and convenience without having to remember a password when you call. VoicePass will identify you based on YOUR stored voiceprint which is as unique as your fingerprint. Call us at 877-346-7284 to get enrolled.

Live your best life

Gain a holistic perspective by going beyond the numbers to live your best life. See how each step you take today can make a meaningful difference tomorrow.

Tips to manage your stress levels

Read articles on ways to better manage your stress, and why it's important to maintain healthy stress levels.

Healthier traditions start today

Create a healthier tomorrow by making small changes today. Start with easy recipes, videos, and tips from the Transamerica Center for Health Studies.

Manage your stress today

Everyone experiences stress. Get tips on how to better manage yours in this 60-second video from the American Heart Association and Transamerica.

Important information

Please download and review the Transamerica Retirement Advisors, LLC Form CRS, which may apply to certain services offered by your plan.

Important information about consolidation: Transfer specialists are registered representatives of Transamerica Investors Securities Corporation (TISC). Review the fees and expenses you pay, including any charges associated with transferring your account, to see if consolidating your accounts could help reduce your costs. Be sure to consider whether such a transfer changes any features or benefits that may be important to you.

Important: The projections or other information generated by the 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.