Products and Services

THE TRANSAMERICA ADVANTAGE
Transamerica Retirement Services is dedicated to providing a comprehensive retirement solution that exceeds expectations – today and in the future. We’re committed to helping companies build a strong retirement plan to benefit their employees – that's why superior customer service, ongoing compliance consulting, reliable plan administration, outstanding investment selections, and extensive employee communications are integral to every plan we offer.

Transamerica Advisor Series II*
Business owners want a retirement plan that's easy to maintain and provides an appealing employee benefit. Transamerica Advisor Series II has all the great features of a superior benefit and offers a wide range of investment choices from some of the nation's best known fund companies. We work closely with clients to tailor the Transamerica Advisor Series II to meet their specific needs today and throughout the life of the plan.

For Transamerica Advisor Series II in the state of New York only, click here.


Transamerica Director Series III
Business owners want a plan that's easy to adopt and simple to maintain, and they want a plan that meets the unique business needs of their companies. The Transamerica Director Series III allows the flexibility to achieve just that. And with three tiers to choose from, it gives clients the options they're looking for to attract and retain key employees.

For Transamerica Director Series III in the state of New York only, click here.


Transamerica Partner Series
The Transamerica Partner Series is the perfect product to use with a third party administrator (TPA). Created with input from our TPA partners, Partner Series offers brokers and plan sponsors the unique investment features from Transamerica and the local presence and expertise of a TPA. click here.


Multiple Employer Plan Solutions
Transamerica Retirement Services uses advanced technology to offer retirement plans that are easy to implement and maintain. That's why we've created a Multiple Employer Platform -- an excellent solution for Multiple Employer Plans (MEPs). With Transamerica Director Series III these organizations and their adopting employers can build an affordable retirement plan.
 

Roth 401K
Plan sponsors can now add a Roth 401(k) feature to their retirement plan. The Roth 401(k) feature permits plan participants to make after-tax contributions to a “Roth” account. In addition, qualified distributions from a Roth 401(k) account may be tax free.


Rollover IRA**
Changing jobs or retiring? If you are interested in learning more about the Rollover IRA offered through SecurePath by Transamerica, a service of Transamerica Retirement Management, Inc., click here or call (866) 691-0030 from 9:30 a.m. to 6:30 p.m. ET Monday through Friday.


Plan Design Services
Looking for a retirement plan solution that can meet a company's unique retirement plan needs and that can be customized? Transamerica Retirement Services offers plan design services through a local TPA or your local Transamerica Retirement Services Regional Vice President. All our retirement plan products are designed to meet the changing needs of growing businesses.  

Recordkeeping and Administrative Services
Transamerica Retirement Services offers complete recordkeeping and administrative services through our local TPA partner or through our own full service “Signature Service” feature. Both options include hassle-free day-to-day administration of your plan.
 

Participant Education
Educating your participants on retirement planning is made easy with a full line of tools and resources. From enrollment services to customized account management, participants will receive invaluable information from their first contribution to their last distribution.
 

Investments
With flexible investment choices, fiduciary management tools and due diligence, Transamerica Retirement Services prides itself in being able to provide one of the highest quality investment platforms available.
 

Broker Services
Transamerica Retirement Services is the ultimate sales partner. Our commitment to broker support is exemplified with our comprehensive offerings of customized services and tools to help financial professionals grow sales and expand their business.

TPA Services
Transamerica Retirement Services’ TPA Services model offers plan sponsors and brokers the opportunity to provide Transamerica Retirement Services’ investments, recordkeeping and employee communications, while utilizing a local TPA. Plan design, plan documents, on going compliance reviews, government reporting and non-discrimination testing are completed by the TPA. Our dedicated Transamerica Retirement Services TPA Services Team works closely with all parties to help ensure that the product and services are continually enhanced.

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 the Transamerica Retirement Services Internal Sales desk at (888) 401-5826 7:00 a.m. to 5:00 p.m. ET, Monday through Friday. To request additional information online, click here.

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. These products are available from Transamerica Retirement Services under contract form number TA-AP-2001-CONT, a group variable annuity contract underwritten by TFLIC, or under contract form number CNT-TLIC 10-05, a group variable annuity contract underwritten by TLIC. 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. Fees and charges may apply. For complete information, contact your Transamerica representative.

*The Transamerica Advisor Series II plan administration services are provided by Diversified Investment Advisors and funds are distributed by Diversified Investors Securities Corporation. Investors should consider the investment objectives, risks, and charges and expenses of the fund carefully before investing. The prospectus for each fund contains this and other information about that fund. For copies of any prospectuses, please call (877) 234-9293. Read each prospectus carefully before investing.

**Transamerica Retirement Management, Inc. (TRM) is a marketing affiliate of Transamerica Life Insurance Company, Transamerica Financial Life Insurance Company, and Transamerica Occidental Life Insurance Company.  TRM is an affiliate of InterSecurities, Inc., (ISI).  Securities and investment advisory services are offered through ISI, member FINRA, SIPC and Registered Investment Advisor.  ISI is not a licensed insurance agency.  Insurance products are offered only through its licensed insurance agency, InterSecurities Insurance Agency, a licensed insurance agency in most states, or licensed agents associated with ISI.  All companies named herein are AEGON companies.