Broker Services
The Transamerica Difference
Transamerica Retirement Services is a pioneer in the retirement services industry – a well-known and respected provider with more than 70 years in retirement services business1. Transamerica Retirement Services is ranked as a top plan privider2 with retirement planning products and services for more than 14,500 plans3.
Win the Field
- Customized retirement plans to drive your sales
- Plan features tailored to meet unique company needs
- Full line of 401(k), Profit-Sharing and New Comparability plans
- Pre-sale consulting, case review and closing expertise
- 30 regional sales offices nationwide, Internal Sales Desk, and 45 ERISA Consultants
Close Your Deal
- Competitive and flexible pricing
- Custom client sales proposals
- Joint client presentations
- Preferred New Business Installation service
- Asset Bridge®4 feature reduces surrender charges on plan conversion without reducing commissions
Grow Your Business
- Competitive commission options
- Flexible Trail package
- Online commission statements and case tracking
- Online access to participant data and Appointment Registry
- Business Building Workshops
We Deliver The Retirement Answers Clients Want.
We think you’ll find our innovative products can provide a better answer for your company’s retirement needs. If you would like more information on our products and services, please contact your local sales consultant or the Transamerica Retirement Services Internal Sales desk at (888) 401-5826. For additional information, click here.
1 Transamerica Retirement Services (“Transamerica”), a marketing unit of Transamerica Financial Life Insurance Company (“TFLIC”), 4 Manhattanville Road, Purchase, New York 10577, and Transamerica Life Insurance Company (“TLIC”), 4333 Edgewood Road NE, Cedar Rapids, Iowa 52499, and other TFLIC and TLIC affiliates, specializes in the promotion of retirement plan products and services. TFLIC is not authorized and does not do business in the following jurisdictions: Guam, Puerto Rico, and the U.S. Virgin Islands. TLIC is not authorized in New York and does not do business in New York.
2 Transamerica Retirement Services received 39 “Best in Class” cups for sponsor and participant services in PLANSPONSOR® Magazine’s annual Defined Contribution Survey of retirement plans. The 39 Best in Class designations—21 in the micro (<$5 million) and 18 in the small ($5 million to $50 million) markets—rank Transamerica Retirement Services number one for cup recipients among the 44 providers evaluated in the micro- and small-plan markets. The results of the Defined Contribution Survey were announced in the November 2007 issue of PLANSPONSOR® Magazine. The survey polled nearly 5,500 clients of 48 defined contribution plan providers. “Best in Class” cups are awarded to plan providers who score in the top quartile of a specific category. See the November 2007 issue of PLANSPONSOR® Magazine for complete results.
3 As of 12/31/07
4 Group variable annuity contracts with enhancements such as the Asset Bridge® feature generally have higher expenses than those without enhancements, and the contract owner(s) should consider expenses along with the feature to be sure the annuity meets their financial needs and goals. The Asset Bridge® is an optional feature, available subject to underwriting guidelines, under the group variable annuity contract. In the event of discontinuance, for up to the first several years, policies including the Asset Bridge® feature will be subject to discontinuance charges.
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