Retirement Resources For Employers
Resources to help you plan for success
Managing a cost-effective, compliant retirement plan that improves employee retirement readiness is challenging. That's why we continually assess market conditions using our extensive experience as a retirement plan provider. By interacting with clients, participants, and plan advisors, and consuming industry resources, we identify trends and issues shaping the retirement plan landscape. Then we translate these findings into action with improved education, tools, and resources to aid your efforts to offer a competitive retirement program for your employees.
Prescience 2026
Transamerica Prescience 2026 examines opinions of retirement, financial well-being, and benefits professionals to help shape and inform employee benefits programs by considering expectations about future trends.
Retirement plan trends in higher education
Institutions of higher education face challenges that may differ from those of other organizations. We surveyed benefits staff in higher education to find out how they are shaping benefits in response to economic and other trends, and what their concerns are about preparing for retirement.
Retirement plan trends in today's healthcare market
Transamerica continues our longstanding commitment to provide relevant insights into the retirement and financial wellness practices of healthcare organizations with our 2021 Healthcare Trends survey. In this, our 15th such study, you’ll find data gathered from 70+ healthcare organizations, and the five key takeaways gathered from their responses.
State-facilitated retirement plans
Expanding retirement plan access to as many people as possible is a goal for a growing number of states. Many are requiring retirement plan coverage and facilitating a plan for employers. But the state plan may not always be the best choice. Learn more about state-facilitated plans and the options employers have.
Pooled plan arrangements
Pooled plan arrangements provide opportunities for organizations sponsoring or adopting them and, especially, for their participants. Transamerica's 20+ years of experience gives us keen insight into the benefits they offer. With 363 sponsoring organizations and nearly 12,000 adopting employers*, we are leaders in pooled plan arrangements. And our recordkeeping technology offers a proven infrastructure, ensuring your plan will be administered most effectively and efficiently.
Transamerica Mid-Year Market Outlook
Transamerica Asset Management, Inc. CIO Tom Wald, CFA® takes a timely and in-depth look at the market, the economy, and what the second half of the year may bring.
Resources for your employees
Ongoing education and support designed to help plan participants take control of their retirement future is one of Transamerica's commitments. Our comprehensive approach provides plan sponsors, plan advisors, and plan participants access to insights, plan analytics, tools, resources, and timely information to help guide decision-making across the retirement planning process.
Retirement savings calculator
Employees can use this calculator to see what their retirement plan balance will be based on slider variables they control, including contribution percentage, annual salary, and employer match.
Educational webinars
Employees can find a wide variety of educational webinars conducted by retirement planning consultants - so they can get the guidance they need no matter where they are in their careers.
Retirement planner calculator
Employees can use this calculator to help them visualize their retirement plan by viewing their retirement savings balance and withdrawals each year until the end of retirement.
Resource Center
Transamerica’s Resource Center is your go-to source for valuable market insights, helpful articles, product information, business-building tools, and more.