Helping participants embrace change 

For organizations big and small, employees are often the most valuable resource. Helping them retire on time — and on their terms — can enhance productivity, while lowering talent acquisition and retention costs.

And when it’s time to change jobs or retire, our experienced financial professionals can help your plan participants who don’t have (or aren’t working with) a trusted advisor to make a smooth transition. With a deep knowledge of employer plan rules, they’ll provide personalized guidance to help people live their best lives.

Benefits for employers 

  • An established program for turnkey implementation 
  • Extension of plan benefits, at no added cost 
  • A potential increase in participant satisfaction 

Benefits for employees 

  • Personalized guidance through career transitions 
  • Access to a team of experienced financial professionals  
  • Proactive, customized, and relevant communications 

Two-thirds of workers (67%) would like more information and advice from their employers on how to reach their retirement goals.

Your participants. Our focus. 

Your participants deserve personalized guidance when it comes to making decisions about their future. Transamerica offers two specialized support structures when they have an important decision to make during a career transition. 

Learn more about our retirement solutions

When rolling over or transferring from an employer plan, be sure to consider whether the asset transfer changes any of the features and benefits that may be important to you including: the range of investment options available; investment-related fees or plan expenses that may be incurred; service levels available; availability and circumstances of penalty-free withdrawals; timing of required minimum distributions; federal protection of assets from creditors and judgments; and tax consequences of rolling employer stock into a new plan.

Transamerica and its agents and representatives do not provide tax or legal advice. This material is for informational purposes and should not be construed as legal or tax advice. For legal or tax advice concerning your situation, please consult your attorney or tax professional.