Participant Education & Services 

Transamerica Retirement Solutions is industry-recognized for the education programs we make available to the participants of our plan sponsors. In PLANSPONSOR® Magazine's recent survey of retirement plan providers, Transamerica was designated "Best in Class" in all categories relating to Participant Education.

We understand that the participant education needs are different for every company. For that reason, we offer an education program for each company. We will work with your financial advisor, Third Party Administrator and you to provide the right retirement education program for your employees.

Let Us Tell You More
We look forward to telling you about our participant education program. To learn more, please contact 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 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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