Welcome to your retirement plan website
Roth – Another way to save
Tax-free investment growth and tax-free withdrawals can be a reality when you make Roth contributions to your retirement account. Find out how.
Simplify your retirement journey
Do you have retirement accounts with former employers? You have options. Call your dedicated Retirement Planning Consultant, Doug Smith, at 319-355-9547 or schedule an appointment.
Playlists for financial success
Visit our Financial Wellness Center for quick lessons on topics designed to help you live your best financial life.
Join us for an upcoming webinar!
Get Ready to Retire
If you plan to retire in the next decade, you won’t want to miss Transamerica’s Get Ready to Retire webinar. You’ll discover more about how to:
- Determine your income needs
- Use Medicare healthcare coverage to your advantage
- Make the transition to retirement as smooth as possible
Your Transamerica retirement planning consultants are here to help
As part of your retirement plan benefits, you have access to a team of dedicated retirement planning consultants. These experienced, licensed professionals are available to meet one‐on‐one with you for 30‐ or 60‐minute appointments. Whether you want to meet over the phone or in person, a retirement planning consultant is available. They can discuss your retirement strategy and explain how life events, such as marriage, children, and buying a home, could impact your financial future. The best part? There’s never a cost for this service and there’s no obligation. To schedule the first available appointment, click the schedule virtual only link. To schedule a virtual or in‐person appointment with the retirement planning consultant connected to your location click the schedule by locationlink.
Douglas Smith, CRPC®
United States
Doug brings 11 years of experience with Transamerica and 27 years of experience in the financial services industry. He conducts onsite retirement group meetings, educational workshops, and individual consultations for retirement plan participants.
Doug earned his bachelor’s degree in business administration, focusing in finance, at Principia College. He also earned a master’s in American business history from the University of Missouri, St. Louis. He holds FINRA Series 6, 63 and 65, and the CRPC® designation from the College of Financial Planning.
Mobile app
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 "Are You OnTrack®?" on the left menu
- 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 Home menu on the left
- 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 Home menu on the left
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 retirement plan specialist to review your options. Call 855-712-0562 or schedule an appointment.
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.
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.
Plan Information
Please find more information about your plan's investments, associated fees and documents.
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 800-755-5801.
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 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.