Welcome to your retirement plan website
[Client Name] has chosen Transamerica to be your new retirement plan service provider. This website is here to help you learn about new opportunities ahead for your retirement account.
Important Info
Accessing your account
You won't be able to access or make changes to your account at [prior provider] starting at [time/date of blackout]. This is commonly known as a "blackout period," and ensures plan assets and records are transferred to Transamerica accurately. The blackout period is expected to conclude the week [ending/of] [date].
Important Info
Set up your new account
Between [Limited Access Start Date] and 4 p.m. ET on [Limited Access End Date], register or sign in to your account and [choose your contribution rate], [select your investment options], and [designate a new beneficiary]. Not sure how much to contribute or which investments to choose? Use one of the calculators below or sign in to learn more about your available investment options.
Education
Your investment options
[Working closely with its independent advisor,] [The] [college/university] has provided a diverse set of investments to help pursue a wide range of retirement goals. Investment fund and fee information is below.
Important Info
Access to additional options for experienced investors
If you’re an experienced investor and want to select from a large number of investments outside of the plan's fund lineup, you have the option to invest in a self-directed brokerage account.
A customized portfolio built for you
Soon, you’ll be able to subscribe to Managed Advice®. This automated managed account solution can help you stay on course toward meeting your retirement goals.
A customized portfolio built for you
See how Advice Services can help you stay on course toward meeting your retirement goals.
A customized portfolio built for you
See how Managed Advice® can help you stay on course toward meeting your retirement goals.
A customized portfolio built for you
Soon, you’ll be able to subscribe to Advice Services. This automated managed account solution can help you stay on course toward meeting your retirement goals.
Retirement resources
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.
Funds and fees information
Find more information about your plan's investments, associated fees and documents.
Large organization
If you work for a large organization OR your plan was previously accessed through my.trsretire.com.
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 888-676-5512.
Consolidate your accounts
Want to see your retirement assets in one place? Consider moving your account from a former employer to your Transamerica plan. To learn how, call 800-275-8714 or schedule a free phone consultation with us.
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 800-401-8726.
Consolidate your accounts
Want to see your retirement assets in one place? Consider moving your account from a former employer to your Transamerica plan. To learn how, call 800-275-8714 or schedule a free phone consultation with us.
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.
Explore your holistic planning toolkit
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 read
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.