Partner iSeries

Third party administrators handle almost everything except the recordkeeping with our new Partner iSeries¹ product.

The Partner iSeries:

• Is designed for new or takeover plans with less than $500,000 in total first-year deposits
• Allows third party administrators (TPAs) to handle most plan-related tasks on the Internet, making this a virtually paperless product
• Is available for plans with more than $50,000 in weighted² first-year deposits
• Offers more than 150 investment choices³
• Offers automated mapping of assets to help maintain asset performance during plan conversion between the plan sponsor and TPA⁴
• Offers plan-specific enrollment kits
• Requires the use of online enrollment
• Offers automatic enrollment, available only for employer-directed plans
• Features AdviceSolutions, our free interactive participant investment and retirement planning tool
• Offers automated processing of testing refund(s)
• Offers the ability to request refund distributions online

Partner Series for Investments Only Defined Benefit Plans
Transamerica Retirement Services has the solution for you if you need an investment vehicle for a new or already established defined benefit plan. Transamerica provides the investments while the existing TPA handles the plan document and administers the defined benefit plan.

For investment information on Partner iSeries¹, click here. For investment information on iPartner Series¹ in the state of New York only, click here.

Helping Your Clients Master Retirement
For more information on our innovative products, please contact the Transamerica Retirement Services Internal Sales Desk at (888) 401-5826. Click here to request more information online.

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. This product is 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.

² Determined by adding 100% of expected annual flow plus 20% of takeover assets.

³ The maximum number of investment choices is 80.

⁴ In order to qualify for mapping of assets, existing plan assets and participant records must be held currently by the same company. If different recordkeepers and investment managers hold participant records and assets, Transamerica Retirement Services’ Administrative Office approval is required.