FOR IMMEDIATE RELEASE

Harrison, NY—December 9, 2013

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Transamerica Retirement Solutions Deepens Focus on
Professional Retirement Specialist Advisors

Transamerica sharpens focus on specific needs of retirement specialist advisors;
Bryan Schultheis and Michelle Bower join Transamerica to grow distribution channel

Transamerica Retirement Solutions announced today the expansion of its pension sales and distribution team, adding two new positions focused on meeting the unique needs of advisors who partner primarily or exclusively with retirement plans. The effort will be headed by Deborah Rubin, senior vice president of third party administrator and specialist advisor distribution.

“Financial advisors and consultants who specialize in retirement plans have a unique value proposition for their clients,” said Rubin. “Retirement plan specialists are front and center in preparing American workers to save more for retirement, since the primary savings vehicle for so many employees is their employer’s retirement plan. These specialists provide plan sponsors with expertise on the regulatory and compliance landscape, fiduciary concerns, the plan’s investments, plan design strategies, and educational programs for employees. They put great effort into improving the plan’s overall success in preparing participants for a comfortable retirement.”

As part of its effort to build and support relationships with specialist advisors, Transamerica also announced the hiring of Michelle Bower and Bryan Schultheis as vice presidents, specialist advisor channel.

The business models of retirement specialist advisors are as diverse as the retirement plan landscape. Bower and Schultheis will focus on understanding the advisor’s value proposition, and then help maximize the advisor’s experience with Transamerica.

Before joining Transamerica, Bower was regional vice president for AXA Equitable. She has specialized in company-sponsored retirement plans for more than 20 years. Bower holds a Master of Business Administration from the University of Chicago Booth School of Business. She is based in Southern California.

Schultheis joins Transamerica after serving as regional sales manager for ASPire and brings more than a decade of experience in retirement plans. Schultheis received his Master of Business Administration degree from Saint Leo University. He is based in Tampa, Fla.

“Both Bryan and Michelle bring specialized experience in working with registered investment advisors. They share a strong passion for motivating people to save for retirement. They will be traveling extensively around the country visiting with specialist advisors and consultants to talk about the five-year forecast for the retirement plan landscape,” Rubin added. “Bryan and Michelle will be instrumental in working with this community of experts to help meet clients’ growing and changing needs. I am confident that they will build and deepen our strong relationships with specialist advisors.”

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About Transamerica Retirement Solutions
Transamerica Retirement Solutions (Transamerica) is a leading provider of customized retirement plan solutions for
small to large organizations.

Transamerica partners with financial advisors, third party administrators, and consultants to cover the entire spectrum of defined benefit and defined contribution plans, including: 401(k) and 403(b) (Traditional and Roth); 457; profit sharing; money purchase; cash balance; Taft-Hartley; multiple employer plans; nonqualified deferred compensation; and rollover and Roth IRAs.

Transamerica helps more than three million retirement plan participants save and invest wisely to secure their retirement dreams.* For more information about Transamerica Retirement Solutions Corporation, please visit trsretire.com.

* As of December 31, 2012.

14216-PR (12/13)

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