Recordkeeping Services

Transamerica Retirement Solutions provides a comprehensive package of recordkeeping services for our plan sponsors, whether it be full-service or with the use of a third party administrator selected by the plan sponsor. We work hard to make sure our plan sponsors are happy with the service standards applied to the recordkeeping services we provide.

From plan installation to ongoing support, we provided the services you need to maintain a successful retirement plan. We provide our plan sponsors with a dedicated point-of-contact for personal consultations. Our team of experts assist plan sponsors fulfill their fiduciary responsibilities, and will ensure you have the tools needed to make the right decisions.

Our Plan Sponsor website also provides a wide array of tools and on-demand reporting capabilities. Even more, DALBAR ranked Transamerica Retirement Solutions as having the No. 1 Plan Sponsor website in the industry!

Let Us Tell You More
We welcome the opportunity to tell you about the services we provide. To learn more, please call us at (888) 401-5826.

Transamerica Retirement Solutions was awarded 47 “Best in Class” Cups in the under $5 million to $1 billion markets in PLANSPONSOR® magazine's 2015 Defined Contribution Survey for sponsor and participant services. The complete results of the Defined Contribution Survey were announced in the November 2015 issue of PLANSPONSOR® magazine. The survey polled 5,109 clients. “Best in Class” awards are given to the three highest scoring providers in each area of service and any other providers with scores that exceed the benchmark score established for a given asset range.

Transamerica Retirement Solutions received an overall 119 “Best in Class” ratings in Chatham Transamerica Retirement Solutions received an overall 131 “Best in Class” ratings in Chatham Partners' 2015 Client Satisfaction Analysis program, covering separate surveys in the large/mid-, and small-plan markets. Chatham Partners, LLC is an independent, third-party research firm. Chatham Partners' 2015 Client Satisfaction Analysis is based on 581 large/mid-, and 543 small-plan client responses. The “Best in Class” references are to service categories when 85% or more of Transamerica clients rated Transamerica as a “6” or “7” on a 7-point scale.

This material was prepared for general distribution. It is being provided for informational purposes only and should not be viewed as an investment recommendation. If you need advice regarding your particular investment needs, contact a financial professional.

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