Transamerica Director Series ML
Transamerica Retirement Services1 is dedicated to providing a comprehensive retirement solution that exceeds your expectations – today and in the future. The Director Series ML is the retirement answer that can serve today’s business needs and be flexible enough to grow with you – making the Director Series ML the perfect retirement plan solution.
Plan Design with the Help of Expert Knowledge and Guidance
- Customized plan design tailored to meet your Clients’ unique goals
- Asset BridgeSM2 feature — reduces impact of surrender charges on Plan conversion
- Document filings provided for IRS and Department of Labor reports
- Assistance performing complex non-discrimination testing
Plan Service: Support And Convenience You Can Rely On
- High quality Plan installation and efficient Plan conversion services
- Dedicated Account Executive3 — ASPPA-certified, securities-licensed account team with an average of over eight years of industry experience
- Detailed Annual Plan Review3 — comprehensive analysis and report including Next Step Action Plan and suggestions for improvements
- Sponsor ConnectSM for immediate phone assistance from a Plan Specialist4
- Convenient online Plan management with award-winning, customized Sponsor Web site5
Participant Education: Putting the Focus on Action
- Award-winning enrollment resources6 — with workshops available on-site, online7 or video and teleconference
- Retirement. A journey made simple.® Participant program — retirement planning from pre-enrollment through retirement
- On-site educational seminars offered on retirement planning, investing, the economy, and retirement planning tools and resources
- Retirement Planning Assessment Statement8 — a personalized financial analysis of a Participant’s retirement future
- Enrollment Specialists — Over 100 certified enrollers to conduct on-site enrollment workshops
Investments: A Fresh Approach for Greater Freedom and Flexibility
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 (866) 788-0802.
1 Transamerica Retirement Services (Transamerica or TRS), a marketing unit of Transamerica Financial
Life Insurance Company, Purchase, New York, and other of its affiliates, specializes in the promotion of
retirement plan products and services. This product is available from TRS under form number TA-AP-
2001-CONT, a Group Annuity Contract underwritten by TFLIC. Fees and charges may apply. For complete information, contact your TRS representative.
2 Group Annuity Contracts with enhancements such as the Asset BridgeSM 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 BridgeSM is an optional feature, available subject to underwriting guidelines, under the Group Annuity Contract. In the event of discontinuance, for up to the first several years, polices including the Asset BridgeSM feature will be subject to Discontinuance Charges.
3 Available to plans with at least $1,000,000 in assets.
4 Sponsor support through Sponsor ConnectSM available during regular business hours. Voice Response System (VRS) and Online Plan management available 24/7.
5 As of December 31, 2005.
6 Transamerica Retirement Services’ communication materials have received awards from various organizations, including the Profit Sharing/401(k) Council of America (PSCA) in 2004, the Insurance and Financial Communicators Association in 2004, Dalbar, Inc. in 2005, and Dalton Pen Communications in 2005.
7 Online enrollment is available for employee-directed plans. Plans may not contain after-tax contributions and/or Automatic Enrollment as part of their Plan design. Takeover Plans must contain Fund Mapping in order to utilize the online telephone enrollment features.
8 For new Clients with a minimum of $500,000 in total first-year deposits may apply.
9 Morningstar Associates LLC, A Registered Investment Advisor, serve as portfolio construction consultant to the TA IDEX Asset Allocation Funds.
10 TR Transamerica Stable Value Fund is not a Separate Account Investment Option; it is an investment in the Transamerica Financial Life Insurance Company general account.
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