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Transamerica Update

DRIVING BRIGHTER RETIREMENT OUTCOMES

Helping people pursue a healthier, more secure retirement is our passion. It’s also why Transamerica is committed to enhancing our technology to take advantage of the latest innovations. As the new year begins, we wanted to share a few recent achievements designed to make a difference for plan sponsors and their employees.

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Improving Customer Service

Reaching people where and how they prefer helped our Customer Care team provide world-class service for retirement plan participants in 2021.

LEARN HOW >
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Payroll Integration

Integrating your payroll system with your retirement plan can save time, reduce the chance of human error, and allow your staff to focus on running your business.

DOWNLOAD WHITE PAPER >
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MOBILE RESPONSIVE SITE

As plan participants increasingly use their phones to access their retirement account, our fully mobile-responsive website makes it easy and convenient. Using the same login credentials across all devices, the experience is seamless and consistent, and the design is intuitive and easy to navigate. With this enhancement, we’re among the few providers who offer a responsive design as we meet our customers where and how they want to do business with us.

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COMPLIANCE AND
LEGISLATIVE UPDATE

Adrienne Robertson, Transamerica Senior Director of Plan Compliance and Consulting, discusses the latest developments regarding the Secure Act, Department of Labor regulations for electronic delivery, and proposed revisions to Form 5500. A replay of the quarterly call is now available.

WATCH REPLAY >
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AWARDS AND HONORS

We were proud to see two of our plan sponsor clients receive 2021 Eddy Awards and another win a 2021 PSCA Signature Award. Closer to home, Transamerica Workplace Solutions Chief Technology Officer George Vega was recognized as one of the 100 most influential Hispanic executives in the global technology industry.

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