Transamerica 401k Warning: Misuse of Transamerica name in fraud schemes. You can contact us in two ways: By Phone Find the phone number for your customer service center. Transamerica is the marketing name for Transamerica Corporation, Transamerica Financial Life Insurance Company, Transamerica Life Insurance Company, and Transamerica Retirement Solutions, LLC We would like to show you a description here but the site won’t allow us. " If you're gearing up for retirement, we have tools and resources specifically for you. Please note: Some services and In order to provide you with the correct phone number, please tell us a little about yourself by selecting your user type from the choice below. If you're an employee, please also provide your Social Security Number. Because employees make after-tax contributions to the Roth 401 (k) plan, the Roth 401 (k) plan’s distribution in retirement are free from Federal tax—a key benefit. Transamerica offers educational webinars conducted by retirement planning consultants covering a wide array of topics — so you can get the guidance you need no matter where you are in your career. Vesting in company Transamerica offers resources to help you make the most of your money and reach your financial goals so you can live your best life, today and tomorrow. It is a self-directed brokerage account that lets you invest a portion of your retirement plan’s account balance with Transamerica Retirement Services1 (“Core Accounts”) in different investment options not offered by the plan. Contribution & Employer Match Contribution & Employer Match provides the following retirement savings benefits to its employees: 2023 & 2024 401(k) contribution limits by IRS Pretax and roth employee contributions Employee and employer contributions combined Catch-up contributions (in addition to the employee and employer combined limit, age 50 and over) 401(k) contribution limit for 2023 Use the email address where you receive Transamerica retirement plan communications to complete this form. The flyer is designed to help you make an informed decision about taking a loan. On the other hand, contributions made by your employer to your account may be subject to a vesting schedule. Click on the product type to create your account. Explore our customizable life insurance, retirement, and investment solutions. Speak with a professional today. Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan. In this guide, we'll show you average Transamerica fees, then how to find & calculate them in your plan. But how do you know which is the better choice? In this in-depth guide, we’ll compare Transamerica and Fidelity 401k plans side-by-side. The Guide includes chapters on: Important With online plan administration, you can conduct your day-to-day administrative tasks hassle-free. From employee participation to ongoing TRANSAMERICA 401 (K) RETIREMENT SAVINGS PLAN Rollover If you leave TRANSAMERICA CORPORATION, you have the following four choices regarding your account in TRANSAMERICA 401 (K) RETIREMENT SAVINGS PLAN: Rollover to your new company’s retirement plan: this will consolidate your retirement accounts, combining the existing one with the new one in your new employer. Here’s a look at how to help maximize your savings. Transamerica offers a variety of mutual fund solutions to meet unique investing goals. com I have a retirement account through my employer. Whether you are just beginning your career, or you're nearing retirement, Transamerica provides educational webinars — hosted by your dedicated onsite retirement planning consultants designed to help you stay informed during every step of your journey. From employee participation to ongoing Warning: Misuse of Transamerica name in fraud schemes. Service Forms Do you need to make some changes to your account? Transamerica is here to help. Your employer may offer you a 401 (k), 403 (b), defined benefit, or another kind of retirement plan from Transamerica. Let Transamerica help you live your best life and build financial security. A typical plan would allow you to borrow up to 50% of your balance, but not more than $50,000. In a retirement plan, the investment options used in Managed Advice ® are selected by your plan sponsor TRSConnectSM: Mailing Address: Transamerica East 100 G Executive Drive Edgewood, NY 11717-8331 The Transamerica Advantage Transamerica Retirement Solutions (Transamerica) is a leading provider of corporate retirement plans, with comprehensive retirement solutions that exceed expectations. Do more for your retirement anytime, anywhere. Variable products and mutual funds are underwritten and distributed by Update or add your email to help protect your retirement account. Log in to access your Transamerica account and manage your financial services securely. Apr 16, 2025 · Just as your car needs the occasional tune-up, your retirement portfolio needs periodic rebalancing. Use this calculator to help you determine if you should borrow from your account and the potential impact on your retirement savings. , annuity, mutual fund, insurance policy, 401 (k) account) and policy or account number if known, and last four digits of your social security number, or if notifying us via email at investigations@transamerica. See how our funds can help you prepare for a future to look forward to. In a retirement plan, the investment options used in Managed Advice ® are selected by your plan sponsor Update or add your email to help protect your retirement account. Our non-public sections of the site are designed for registered retirement plan participants, plan sponsors, financial professionals and third-party administrators. Read more. See how IRAs may offer additional investment options and flexibility. You can change your contribution rate at any time. To access the various service forms for your account, simply login. Siéntase cómodo en comunicarse con nosotros para cualquier pregunta que usted tenga. Access your Transamerica Life Access account to manage your life insurance, retirement, and investment solutions with ease. By Email Complete this form to send us your questions or comments. In order to access non-public areas of the site, you must be a client of Transamerica or be enrolled in a plan Transamerica offers a range of workplace retirement plan solutions, including 401 (k), 403 (b), and Taft-Hartley plans to help employees save with confidence. 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 Transamerica offers educational webinars conducted by retirement planning consultants covering a wide array of topics — so you can get the guidance you need no matter where you are in your career. Sep 26, 2025 · Contact Transamerica Retirement Solutions directly at +1 (866) 498-4557 or socialcare@transamerica. g. These solutions empower employers by reducing administrative burdens and fiduciary risks while offering flexible, professionally managed retirement plans. We’re committed to helping companies build a strong retirement plan to benefit their employees – that's why superior customer service, ongoing compliance consulting, reliable plan administration, outstanding Warning: Misuse of Transamerica name in fraud schemes. Below is some of the information you will find in this area. At Transamerica, we specialize in Insurance, Investments & Retirement. When you enter your Username and Password, your information is transmitted securely using SSL protocol Securities offered through Transamerica Investors Securities Corporation (TISC), member FINRA, 440 Mamaroneck Avenue, Harrison, NY 10528. We empower small businesses to establish, manage, and maintain institutional-quality retirement plans, without the headaches associated with traditional plans. In a retirement plan, the investment options used in Managed Advice ® are selected by your plan sponsor The Center for Discovery, Inc. We’re among the few providers that can administer multiple plan types as part of our suite of Transamerica retirement solutions: Defined contribution plans Defined benefit plans Pooled plan I have a retirement account through my employer. com. 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 Access your Transamerica account securely and manage your financial services online with ease. What is vesting? Am I vested? Vesting refers to the ownership of your account balance. From employee participation to ongoing Jun 25, 2025 · TransAmerica 401 (k) Savings and Investment Plan review. Contact Transamerica for assistance with insurance, annuities, and retirement plan questions. Transamerica offers 401 (k) plans for employers to help attract and retain employees, reduce taxable income, and improve retirement outcomes. In a retirement plan, the investment options used in Managed Advice ® are selected by your plan sponsor Transamerica’s Advice Services includes Managed Advice ® and Advisor Managed Advice ℠. As Beacon Health System’s onsite RPC, Kris conducts retirement group meetings and financial education workshops and provides one-on-one guidance for associates in Southwest Michigan including hospitals and clinics at the Dowagiac, Kalamazoo, Plainwell, Allegan, Battle Creek, and Woodbridge THE TRANSAMERICA ADVANTAGE Transamerica Retirement Solutions 1 is dedicated to providing a comprehensive retirement solution that exceeds expectations – today and in the future. This plan was established in 1981. Prevea offers a competitive retirement plan administered through Transamerica where individuals can contribute to both the 401(k) plan and/or the Roth 401(k) plan. Discover retirement and employee benefits solutions to reduce administrative burden, retain top talent, and support your workforce with Transamerica. Find out today how we can help you build a better financial tomorrow. Once you have reached retirement, you'll need to understand how to consolidate your retirement accounts and set up a distribution schedule—one that will meet your retirement needs and fulfill IRS requirements. Social Security is calculated on a sliding scale based on your income. How can I get another one? How do I make an address change? What is vesting? Am I vested? Can I take out a loan from my account balance? What are some of the advantages and disadvantages of borrowing from a Jul 28, 2025 · TransAmerica 401k, 401b, IRA review: advisory services fees, retirement account investments, changing current allocations, rebalancing, cons and pros. This passcode is a second credential in addition to your Username and Password. Variable products and mutual funds are underwritten and distributed by The Sales Consultant Finder allows you to locate a Transamerica Retirement Solutions Sales Consultant in your geographic area. Para información en Español: Llame gratis al 800-523-7900 si desea comunicarse con un representante en Español. has chosen Transamerica to be your new retirement plan service provider. If you did not receive or cannot locate your login information, please contact us for assistance. Aug 4, 2022 · Transamerica, one of the large insurance companies, offers a variety of 401k plans and investment options and excellent investment advisory services, as well as individual retirement services. TLIC is not authorized in New York and does not do business in New York. Securely access and manage your Transamerica account online with Life Access℠ for personalized services, resources, and tools to help achieve your financial goals. References to Transamerica on this site apply to an individual company or collectively to these and other Transamerica companies Transamerica, the Transamerica Pyramid logo and the Transamerica Pyramid building are federally registered service marks owned by Transamerica Corporation. Plan Details View primary client contact and address information, plan effective and year-end dates, asset takeover, basic plan provisions, and a snapshot of account balances by vested source. Variable products and mutual funds are underwritten and distributed by Whether you're an individual, financial professional, or employer, you can easily log in and access your account here. Securities offered through Transamerica Investors Securities Corporation (TISC), member FINRA, 440 Mamaroneck Avenue, Harrison, NY 10528. Take a minute to name a beneficiary, or to be sure you already have. While we have a new look, once you log in you will be able to access plan information, plan administration tools, reports, and additional resources. Including a non-working spouse in your plan increases your Social Security benefits up to, but Transamerica’s Advice Services includes Managed Advice ® and Advisor Managed Advice ℠. To access your TE pension benefit, click the LOGIN button in the top, right corner. Insurance products and services are offered or issued by Transamerica Life Insurance Company, Cedar Rapids, IA; Transamerica Financial Life Insurance Company, Harrison, NY (licensed in New York); and Transamerica Casualty Insurance Company, Cedar Rapids, IA. Mar 11, 2022 · When providing notice to us of your intent to opt out via U. In a retirement plan, the investment options used in Managed Advice ® are selected by your plan sponsor We've implemented new enhanced security features designed to provide an added layer of protection to your account. Transamerica is the marketing name for Transamerica Corporation, Transamerica Financial Life Insurance Company, Transamerica Life Insurance Company, and Transamerica Retirement Solutions, LLC Transamerica, the Transamerica Pyramid logo and the Transamerica Pyramid building are federally registered service marks owned by Transamerica Corporation. Register Now: Financial Professional Individual Gain Access to Your Account, Additional Forms and Materials. See how Transamerica’s workplace retirement plan solutions, including 401 (k), 403 (b), and Taft-Hartley plans can help your employees save with confidence. At the end of 2023, the total retirement plan assets of TRANSAMERICA 401 (K) RETIREMENT SAVINGS PLAN is $2,425,600,114. Mail, you must provide your first and last name, Product type (e. ?? You can check your 401(k) balance, change how much you invest in the future, name your beneficiaries and much more. You are always 100% vested in your contributions to the plan, any earnings on your contributions, and any money you have rolled over into your account from another plan. Transamerica’s login component features highly-secure protection measures to safeguard your personal information. com Service - Frequently Asked Questions Back to FAQ main page Our Frequently Asked Questions page offers you the answers to the questions you care most about. Transamerica’s Advice Services includes Managed Advice ® and Advisor Managed Advice ℠. Although you don’t typically pay taxes up front on the contributions you make to your 401(k) plan, the taxes are generally due when you withdraw your savings. Service FAQs I lost my PIN. Dec 3, 2024 · Transamerica today announced the launch of DWC 401 (k) Pooled Plan Solutions, an innovative offering designed to streamline retirement plan management for businesses of all sizes. Two leading providers, Transamerica and Fidelity, both offer solid 401k plans. Please select one of the following: Will you sell as a solicitor for a licensed firm, business entity or broker-dealer under a Selling Agreement? (Note: If your firm or broker-dealer does not yet have a Selling Agreement with us, please have a representative contact our Business Development Group at 1-800-346-3011. We’ll analyze the pros, cons, fees, investmentContinue Reading → Transamerica offers educational webinars conducted by retirement planning consultants covering a wide array of topics – so you can get the guidance you need no matter where you are in your career. The Plan Information section of your customized Web site will give you the ability to access specific account information. Feel free to explore the educational resources, calculators, and plan information to help you along your retirement journey. Why can’t I log in? To access the plan participant website for employees, please visit transamerica. References to Transamerica on this site apply to an individual company or collectively to these and other Transamerica companies We would like to show you a description here but the site won’t allow us. are at all-time high. Participants in plans offering the Roth 401 (k) feature can designate all or part of their contributions as after-tax contributions to a separate You want to support plan sponsors’ efforts to help employees to feel confident about their financial future. Who can use the site? The Transamerica site has a wealth of information that is available to the general public. As part of your retirement plan, you have access to Transamerica retirement planning consultants (RPCs), who have years of experience helping employees prepare for the future. Here you will find everything you need to manage your retirement plan account. Eligibility and Contribution Limit Unlike a Roth Individual Retirement Account, eligible participants may make The Transamerica Advantage Transamerica Retirement Solutions (Transamerica) is a leading provider of corporate retirement plans, with comprehensive retirement solutions that exceed expectations. Our superior customer service is industry-recognized, and Transamerica was honored with "Best in Class" ratings by Chatham Partners in their most recent survey 1. m. Any unauthorized use is expressly prohibited. Investment advisory services are offered through Transamerica Retirement Advisors, LLC (TRA), registered investment advisor. Here’s how to do it. Transamerica, the Transamerica Pyramid logo and the Transamerica Pyramid building are federally registered service marks owned by Transamerica Corporation. 401 (k) Retirement Plan Solutions is the first completely independent, unbiased, 401 (k) Plan on the internet. You'll also receive timely, relevant emails designed to support, motivate, and inspire you during every life stage. As a leading provider of quality retirement plans, we do too. You'll find instructions on processing contributions, distributions, loans, Qualified Domestic Relations Orders (QDROs) and much more. I want to access benefits from my employer or my Transamerica products. Jun 28, 2024 · Learn about Transamerica’s PortfolioXpress® that automatically invests and rebalances participant portfolios based on their selected retirement date. DWC 401 (k) Pooled Plan Solutions feature the expertise of . This website is here to help you learn about new opportunities ahead for your retirement account. Although the home page does not contain an "https" in the web address or a lock icon on the bottom of the browser window, the login component of this page is 100% secure. Living your best life in retirement starts with careful planning today. Update or add your email to help protect your retirement account. The Managed Advice ® service is available within employer-sponsored plan or an IRA and is offered through Transamerica Retirement Advisors, LLC (“TRA”), an SEC registered investment advisor. May 17, 2021 · Transamerica, the Transamerica Pyramid logo and the Transamerica Pyramid building are federally registered service marks owned by Transamerica Corporation. Whether you need to update your beneficiary information, set up an automatic withdrawal from your bank account, or change the name on your policy or contract, all the information you need is available on your MyTransamerica account. Supplemental Retirement Savings Plan. 00. 3. ¡Nosotros tendremos mucho gusto en atenderlo en Español! Kris has worked as a dedicated Retirement Planning Consultant (RPC) at Transamerica since 2003. It's important to understand how a taking loan can affect your retirement savings goals. Below is a brief description of just a few features available in this section. We would like to show you a description here but the site won’t allow us. Simply log into your Transamerica Retirement Plan Website. Many people use a 401 (k) or 403 (b) plan provided by their employer, but these plans are often managed by companies like Sep 3, 2023 · Choosing the right 401k provider to manage your retirement savings is an important financial decision. ET. 75%. While this is a great start, we encourage you to prioritize your future by saving more. Learn how Transamerica can simplify plan administration, optimize design, and provide auto features and wellness services. Transamerica’s retirement Warning: Misuse of Transamerica name in fraud schemes. Getting ready to retire? Retirement doesn't have to be about "winding down. Transamerica is the marketing name for Transamerica Corporation, Transamerica Financial Life Insurance Company, Transamerica Life Insurance Company, and Transamerica Retirement Solutions, LLC Administrative Guide The Administrative Guide will steer you through the complexities of ERISA (Employee Retirement Income Security Act) and assist you in performing the many important activities of a Plan Sponsor. If you are a plan participant, you can sign up to We would like to show you a description here but the site won’t allow us. 1Transamerica Retirement Services, a marketing unit of Transamerica Financial Life Insurance Company (“TFLIC”), Purchase, New York, and Transamerica Life Insurance Company (“TLIC”), Cedar Rapids, Iowa, and other TFLIC and TLIC affiliates, specializes in the promotion of retirement plan products and services. We take numerous precautionary steps to protect personal data, including routine security evaluations and enhanced security for certain systems. Roth 401 (k) Overview The Roth 401 (k) feature permits eligible plan participants to make after-tax contributions. 401k account performance, minimum, retirement investing cost, fees. Basic steps for TRANSAMERICA 401 (K) RETIREMENT SAVINGS PLAN investments Understand Your Goals and Risk Tolerance: Consider your retirement goals, time horizon, and risk tolerance when choosing investments. This means every year that corpus grows, your contributions are reduced by that amount. Learn how to roll over a Transamerica 401(k) with this step-by-step guide. With over 85 years of retirement plan experience, we’re here to help you save for a future you can look forward to. Variable products and mutual funds are underwritten and distributed by WAYS TO HELP SECURE YOUR ONLINE FINANCIAL INFORMATION: Cybersecurity incidents in the U. Get customer support, file a complaint, and resolve your issue fast. Webinars are offered live, allowing you to ask questions, as well as recorded, so you can watch at a time that fits your schedule. After years focused on saving for retirement, planning for the transition and shifting to a spending mindset can be tricky. Transamerica Retirement SolutionsResources Enrollment A Transamerica 401(k) rollover allows you to move money from your old retirement plan. You can play an important role in Transamerica App This app is designed to help you manage your retirement plan account, no matter where you are. Mar 19, 2025 · Whether retirement is around the corner or down the road, it’s always smart to add to your retirement account. Transamerica is the marketing name for Transamerica Corporation, Transamerica Financial Life Insurance Company, Transamerica Life Insurance Company, and Transamerica Retirement Solutions, LLC To help you save for retirement, all employees are now automatically enrolled in the WellStar Health System, Inc. Activity Statements Update or add your email to help protect your retirement account. Transamerica Plan PlusSM is an optional plan feature that gives you access to an expanded range of investment opportunities. Remember, this doesn’t limit your growth; it allows The Transamerica Resource Center is your one-stop shop for thought leadership, white papers, multimedia assets, brochures, and printed materials. It is important that you consult your tax advisor for more information on the latest IRS tax regulations and pension requirements. Are you saving for retirement, or do you have other financial goals in mind? How comfortable are you with market fluctuations? Diversification: Diversification is key to managing risk in Did you know that designating at least one beneficiary for your retirement assets can save your loved ones time, money and frustration? That's because naming a beneficiary can keep your retirement assets out of probate court. Whether you're an individual, financial professional, or employer, you can easily log in and access your account here. TransAmerica Rating: TransAmerica Overview If you’re like most Americans, saving for retirement can be stressful. Roth 401 (k): An Introduction to the After-Tax Roth 401 (k) Contribution Option In addition to traditional before-tax 401 (k) contributions, your plan may also permit eligible plan participants to make after-tax contributions to a “Roth” account. In a retirement plan, the investment options used in Managed Advice ® are selected by your plan sponsor Securities offered through Transamerica Investors Securities Corporation (TISC), member FINRA, 440 Mamaroneck Avenue, Harrison, NY 10528. Current Transamerica plan sponsors and advisors: For assistance, please contact your designated representative, available through the Transamerica website. Jun 13, 2024 · Is the 401(k) from Transamerica a good retirement plan or should you skip it and choose other 401(k) providers? Find out more in this article Transamerica Plan PlusSM is an optional plan feature that gives you access to an expanded range of investment opportunities. Add Participants Add a new participant quickly and easily by submitting and verifying participant data, including investment choice elections for future contributions. Transamerica is committed to safeguarding the privacy and personal information of all our customers. During this session, Transamerica will cover how to: Identify your potential income sources and expenses Fill any potential income gaps Monitor and adjust your spending plan over time Transamerica wants to help you better understand how to move forward and reassure you Regardless of plan type, size, or industry, plan sponsors can depend on our knowledge, experience, and recordkeeping capabilities to provide a competitive retirement savings plan for their employees. Jan 9, 2024 · Get the quick guide on how to submit a claim whether you want to submit online, by email, phone, fax, or mail. Variable products and mutual funds are underwritten and distributed by Should you borrow from a 401 (k) or 403 (b)? The majority of 401 (k) plans and a growing number of 403 (b) plans let you borrow money from your account. Dec 31, 2014 · Transamerica Retirement Solutions (Transamerica) is a leading provider of customized retirement plan solutions for small to large organizations. With this app, you get on-the-go access to your Transamerica retirement account, so you can do more at your convenience. The Transamerica Advantage Transamerica Retirement Solutions (Transamerica) is a leading provider of corporate retirement plans, with comprehensive retirement solutions that exceed expectations. Transamerica is the marketing name for Transamerica Corporation, Transamerica Financial Life Insurance Company, Transamerica Life Insurance Company, and Transamerica Retirement Solutions, LLC 14. Upload Payroll Submit payroll contributions How do I access my account for the first time? If you are an employer, financial professional, or third party administrator, your username and temporary password is sent to you via mail or emailed when you first set up an account with Transamerica. Manage your account: Access your account balance, investment performance, and make changes to how much you save and how you invest for retirement. S. Feb 5, 2025 · Discover why rolling your 401 (k) into an IRA might be a smart move when changing jobs. ) Will you sell as an independent producer (Commissions to be paid directly to Contact Us Transamerica Retirement Solutions is committed to providing you with high quality customer service and fast, friendly, and informative responses to your inquiries. If you have trouble logging in or have questions about your pension benefit, call the TE Benefits Center at 877-625-0505 and choose the Pension option. com Dec 31, 2014 · Transamerica Retirement Solutions (Transamerica) is a leading provider of customized retirement plan solutions for small to large organizations. That’s why Transamerica provides tools and resources to help you support organizations of all sizes. Taking a loan from your retirement savings account may delay your retirement. Stay in the existing account 401(k) plans let employees save for retirement on a tax-deferred basis by having contributions to their employer-sponsored 401(k) plan deducted directly from their pay before taxes. Dec 17, 2020 · Finding Transamerica 401k fees isn't easy. From employee participation to ongoing 6 days ago · Do more for your retirement anytime, anywhere. Representatives are available to assist you Monday through Friday from 8 a. The average expense ratio for 401k mutual funds is 0. You'll be asked to verify your identity which provides a one-time security validation passcode sent to your email address. Current employees and new hires are enrolled at a 1% contribution rate. View your retirement savings balance and your withdrawals for each year until the end of your retirement. Whether you're an individual, financial professional, or employer, you can easily log in and access your account here. Oct 27, 2025 · Whether you're an individual, financial professional, or employer, you can easily log in and access your account here. Select a state in which you would like to do business in below. to 8 p. lsrekt wdqv lcn tje vecamm tazkf kebk mxqiyfcw eeqc xzoets rypi everq ogwqgsof hxajv cbxod