Administrative Services

The retirement answer that delivers dependable, personalized administrative services and guaranteed service standards!¹

Easy Plan Set-Up

• Quick to adopt, simple to maintain
• Timely plan installation and efficient plan conversion services
• Full service recordkeeping and administration or a compliance administration services carve out with your local TPA
• Mapping of assets² program helps maintain asset performance during plan conversion

Dedicated Account Executive For Personal Consultations

• Explanation of  Plan provisions and regulatory updates by your TRS Account Executive or your local TPA
• Analysis of current services and Plan investments
• Schedule enrollment workshops and assist with requests for enrollment material

Comprehensive Sponsor Support and Services

•  Complete plan document management to ease administrative burden (responsibility of the TPA with the TPA Services product)
•  SponsorConnect ^SM – immediate phone assistance from a certified plan specialist
• Convenient online plan management with customized Sponsor Web site
• Plan Sponsor statements, newsletters, electronic and printed communications
• The local services of a TPA with our TPA Services Products

Total Compliance Support

• TRS Compliance Analysts and ERISA team with over 100 years of combined experience  or compliance expertise provided by the local TPA
• Document filings provided for IRS and Department of Labor reports provided by TRS or the local TPA with TPA Services product
• Assistance in passing complex testing for non-discrimination and controlled groups provided by TRS or the local TPA with TPA Services product
• Legislation monitoring & update notification – to keep you informed in advance of changes in plan requirements by TRS and local TPAs

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.

¹ Please see service agreement to find out the specific service standards that apply to your plan.

² 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.