Transamerica Director Series III (New York Only)
The Transamerica Director Series III product line offers a full array of asset classes and investment styles, in addition to plan design flexibility. With three tiers to choose from, the Transamerica Director Series III offers the features that can help companies attract and retain key employees.
The Transamerica Director Series III provides:
- More than 150 investment choices1
- Three tiers of investment options based on first-year deposits
- Superior support and service
- Asset Bridge® 2 plan feature that helps reduce the impact of surrender charges on plan conversions
- ERISA guidance and custom plan design expertise
- Daily valuation of assets and ongoing plan compliance and testing
- 24-hour, toll-free telephone and Internet access to account information
- Online participant enrollment and participant Internet access to account information
- Online investment guidance for personalized for participants
- Transamerica Plan PlusSM3– self-directed brokerage account available
- Mapping of assets4 helps maintain asset performance during plan conversion
- For Transamerica Director Series III (New York) Fund Information, click here
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. 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 other of its 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. TFLIC is not authorized and does not do business in the following jurisdictions: Guam, Puerto Rico, and the U.S. Virgin Islands. Fees and charges may apply. For complete information, contact your Transamerica representative.
1 Some limitations on the number of funds based on first-year deposits may apply.
2 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.
3 Available subject to underwriting restrictions.
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.
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