Welcome to your retirement plan website
Year-Round Webinars
Whether you are just beginning your career, or you're nearing retirement, Transamerica provides educational webinars -- hosted by your dedicated onsite retirement planning consultants designed to help you stay informed during every step of your journey.
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
Visit our Financial Wellness Center for quick lessons on topics designed to help you live your best financial life.
Text - Market volatility
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.
Humberto Minaya CRPC®
United States
¡HABLO ESPAÑOL!
Bert joined Transamerica in 2017 and brings many years of financial services experience.
Humberto covers the following locations:
Phelps Memorial Hospital
Northern Westchester Hospital
Diane Aurelio CFP®, CRPC®
United States
Diane joined Transamerica in 2014 and brings many years of personal financial services experience with a focus on investments.
Lenox Hill Hospital
MEETH
Lenox Hill Greenwich Village
North Shore University Hospital
LIJ
Staten Island North and South
Mark Bader, CFP®
United States
Mark joined Transamerica in 2022 and brings many years of financial services experience.
Mark covers the following locations:
South Shore University Hospital (previously Southside)
Mather Hospital
Peconic Bay Medical
Valley Stream/Franklin
Plainview
Syosset
Glen Cove
Jake Rie
United States
Jake joined Transamerica in 2022 and brings many years of financial services experience.
Jake covers the following locations:
Staten Island University Hospital – north site
Staten Island University Hospital – south site
North Shore University Hospital
Kyle Ness CRPC®
United States
Kyle joined Transamerica in 2011 and brings many years of investment services experience.
Kyle is available for virtual and phone appointments covering the following locations:
Cohen’s Children
Zucker
Huntington Hospital
Forest Hills
Download the mobile app
The Transamerica Retirement app makes it easy to check your balance and make account adjustments anytime, anywhere.
Easy links
Check your balance, designate your beneficiary, or manage other tasks as you pursue your retirement goals. Click a topic below and log in to your account. Once logged in, you'll be taken directly to the desired page.
Set up your account
Create an online account to manage your retirement plan. If you haven't joined the plan, you can start here.
Check your balance
See how much is invested in your account. Log in to see the summary.
Brighten Your Retirement Outlook®
Find out if you're OnTrack® for a sunny retirement. Simply log in for more information.
- Log in
- View your account details
- Click "Profile and Goals" under the Investments menu at the top
- Explore your options to create a profile, enter your retirement goals, and Brighten Your Outlook®
Change how much you invest for the future
Want to make a difference over the long haul? If your plan allows, you can consider updating your contribution rate, the money set aside each paycheck for your retirement. Log in and get going.
Name your beneficiaries
As much as we'd all like to live forever (in good health, of course), it's important to plan for the future. Log in and take a minute to choose, review, or update your beneficiaries. Some plans require you to change beneficiaries offline. If you don't see "Beneficiaries" from your online account, please contact your plan administrator.
- Log in
- View your account details
- Click "Beneficiaries" under the My Plan menu on the top
- From here, you can name or update beneficiaries on your account
Get e-documents
Take control of your account by signing up for e-documents. You'll receive notices of new statements, plan documents, and important account alerts through your email.
- Log in
- View your account details
- Click "e-documents" under the Documents & Forms menu on the top
Is combining retirement accounts right for you?
If you have retirement accounts with former employers, you have options. You can:
- Move to your current employer plan
- Cash out
- Leave it where it is
- Open an IRA
Speak with a financial professional to review your options. Call 855-712-0562 or schedule an appointment.
Podcasts
Cut through the noise with concise, relevant market commentary from Transamerica Asset Management, Inc. CIO Tom Wald, and explore numerous retirement planning topics with nonprofit Transamerica Institute President and CEO Catherine Collinson.
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.
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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.
Your retirement plan information
Plan Information
Find more information about your plan's investments, associated fees and documents by logging in to your plan account.
Call us
Our customer care team is available Monday through Friday, 8 a.m. – 8 p.m. ET.
If you have an online account, please have your login information available. Call us at 844-675-4547.
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 800-401-8726 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, LLC (TIS). 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.