Participant Education
We’re committed to helping companies build a strong retirement plan benefit for their employees – that's why superior customer service, ongoing compliance consulting, reliable plan administration, diverse investment selections and extensive, award-winning employee communications1 are integral to every plan we offer.
Outstanding Enrollment Services That Get Results!
- Complete enrollment resources – with workshops available onsite, online2 or in video
- Easy to use, easy to understand customized enrollment kits
- Marketing materials for promoting continuing plan participation and increasing payroll contributions
Comprehensive Participant Education And Communication Programs
- State-of-the-art technology and innovative tools for retirement planning
- Retirement planning from pre-enrollment through retirement with the Retirement. A journey made simpleSM Participant program
- Onsite educational seminars offered on retirement planning, investing and the economy
- Annual Retirement Planning Assessment3 – personalized financial analysis of a Plan Participant’s retirement future
Customized Account Management
- Retirement and investment planning tools for any level of investor – beginner, intermediate or advanced
- Participant retirement account management with asset allocation and automatic portfolio rebalancing
- Customized, interactive Participant Web site
- AdviceSolutionsSM – online retirement and investment planning tool available at no additional cost
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. For additional information, click here.
1 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 (“IFCA”) in 2004 and 2005; DALBAR, Inc. in 2005-2007; and Dalton Pen Communications in 2005.
2 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 and telephone enrollment features.
3 For new clients with a minimum of $500,000 in total first-year deposits. Only available for discretionary plans (i.e., employee-directed profit sharing and 401(k) plans).
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