Transamerica TPA Services

For TPAs
At Transamerica Retirement Services (“Transamerica”), we understand the challenges faced by third party administrators (TPAs). That’s why our goal is to provide you with exceptional tools and services to make servicing retirement plans easier. Transamerica maintains a wealth of resources to help answer questions about marketing and sales support, exploring new business opportunities, cultivating relationships and much, much more. Our vision is about understanding and anticipating your needs, delivering what we promise, and treating you with honesty, respect, and integrity. We want to make it as simple and efficient as possible for you to work with us—that’s why we are dedicated to providing you the quality services and support you expect and deserve.

Partner iSeries
Transamerica offers products that suit almost every plan—the Partner iSeries for Defined Contribution Plans and Partner Series for Investments Only Defined Benefit Plans. Click here to find out more information on our TPA products.

Multiple Employer Plan Option
For TPAs with Multiple Employer Plans (MEPs) or those seeking to do business in this area, Transamerica offers a competitive product with focused service from our expert MEP team. Click here to access more information on our MEP with TPA Services product.

At Your Service
Dedicated customer support is just a phone call away whether you have general plan questions or specific ERISA questions. Transamerica offers two different toll-free lines to help you do business more efficiently.

For information on how you can become a partner with Transamerica Retirement Services, please call our Internal Sales Support Desk at (888) 401-5826.

For Brokers
When your focus is servicing your clients, you’ll want to work with Transamerica and a local TPA. We make it easy for you to work with us and a TPA—we provide the investments and the TPA provides the plan design, plan document, and compliance expertise—you concentrate on the sale. Find out more about how we can work together by calling (888) 401-5826.

For Plan Sponsors
Whether you currently have a plan administered by a TPA and are interested in a Transamerica product, or if you want to start working with a TPA but have had no experience doing so, our Internal Sales Support Desk can help. Our network of TPAs across the country is available to review your current retirement plan and to provide you with an assessment based on your needs and objectives. Call our Internal Sales Support Desk at (888) 401-5826 and get started today.