Now offers a Complete, Cost-effective, Turnkey Retirement Solution for clients.
As a client of [ADVISOR NAME], you would have the opportunity to provide your employees with a new kind of retirement solution. This robust solution helps take the heavy lift of daily administration off your plate giving you the time back to focus on what is most important, building your business.
[About the Advisor] [bio inserted here] This will be a quick “about us” section that gives leads details about the Advisor, company, and association offering the new retirement plan.]
Already have a plan? That’s ok. We can help you transition to a new one!
Continue on to learn more about the benefits of working with us.
do you already Have a plan?
A retirement plan solution designed specifically for members of the [Program Name]
Being part of pooled employer plan, you can help your employees maximize their potential for retirement planning. This plan is designed to help save time and simplify plan administration for your company. By participating in the [Program Name] Retirement Plan you gain the expertise, knowledge, and capabilities from a team of dedicated professionals to reduce your fiduciary risk all while helping participants pursue the retirement they deserve
A retirement plan solution to help attract & retain top talent
Employers are turning to offering a retirement plan to help improve workforce retention and productivity. Current employee retention and attracting new talent are two important reasons organizations offer retirement plans.
[Program Name] is dedicated to helping particpants live their best life while saving for retirement. That’s why they’ve chosen Transamerica to provide a robust participant experience for those participating in the program. With Transamerica, your employees will have access to an extensive array of onboarding services and educational resources.
Transamerica helps personalize the experience for employees right from the start.
Driving Participant Success
An easy-to-understand forecast generated by the underlying methodology provided by Morningstar. Using simple weather icons, it shows participants if their current investment strategy is likely to produce the income they’re seeking in retirement and offers steps to improve their chances of achieving their goals. Your Retirement Outlook® is featured prominently on the participant website, mobile app, and quarterly statements.
Takes pressure off your internal administrative resources and allows you to use those resources elsewhere
Uses an efficient investment selection process with an all zero-revenue investment lineup from an investment professional.
Streamlines key plan design features, leveraging best practices
Outsources administration responsibility to [TPA] and their administrative professionals
5 More Member Advantages the [Program Name] Retirement Solution offers.
The collective team is committed to helping you by managing retirement plan responsibilities:
Tell us about your company. We will be in touch soon with information to assist you.