Your plan. Our purpose.
Working together to build brighter retirement outcomes
Helping employees enjoy a financially secure retirement is the ultimate goal of every plan sponsor. Working closely with Trinity Health, we provide tools, resources, and professional support designed to create brighter retirement outcomes. Your plan is our purpose. Your people are our focus. Let’s make this happen together!
We’re committed to making your plan a success
Your service delivery team
David Ray — Client Executive
Jeremy Dircks — Account Manager
Christa Wingate — Participant Communications Manager
OnTrack® communications program
From setting a contribution rate to designating beneficiaries, we send targeted emails throughout the year to help participants improve their retirement readiness.
Award-winning digital experience
From checking their account balance to adjusting their contribution rate, participants can easily manage their retirement account anytime, anywhere.
Workplace experience
Our comprehensive plan sponsor website makes managing your retirement plan easy. With robust tools and plan data, you can track analytics to develop strategies that boost participation – helping your participants prepare for their future.
Safeguarding sensitive information
Transamerica’s Information Security Program is a continuous cycle guided by our values, business principles, client needs, and emerging security requirements.
Service excellence and awards
Delivering outstanding customer service and helping plan sponsors succeed is part of our job. Being recognized for our work is a nice bonus.
Retirement planning consultants (RPC)
Digital tools are great, but we also provide a personal touch. Our financial professionals can meet with participants one-on-one and conduct group meetings virtually and in person.
Transamerica education and advice center
All ages, all stages. Our licensed advisors help participants navigate job changes, weigh consolidation options, and make the transition to retirement.
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.
Securities offered through Transamerica Investors Securities Corporation (TISC), member FINRA, 440 Mamaroneck Avenue, Harrison, NY 10528.
RS3 3318940 V 01/24
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