What does this partnership mean to our clients who offer or want to offer their employees and retirement solution?
It means [ADVISOR FIRM NAME] has the flexibility to meet clients’ retirement needs through a single contract that offers two options
[Advisor Firm Names] pooled retirement solution product set consists of two plan configurations: Retirement Plan Exchange® and Choice Pooled Employer Plan℠
COMPARING YOUR OPTIONS
The Retirement Plan Exchange Solution® allows individual sponsors to select from a menu of cost-effective options to build a single employer retirement plan and configure a support team.
The Choice Pooled Employer Plan℠ treats the plans of multiple unrelated employers as one large plan and allows employers to choose from two cost-effective investment platform options.
The Core Benefits
How does our new solution give OUR CLIENTS time back?
A major DIFFERENTIATOR of our solution for you as a participating employer is the reduced administrative tasks you have to perform on your [401(k)/403(b)].
[Advisor Firm Names] new retirement solution takes on over 90% of your administrative duties
YOUR RESPONSIBILITIES WITHOUT [Advisor Firm Names] pooled solution
YOUR RESPONSIBILITIES WITH [Advisor Firm Names] pooled solution
TAKES ON OVER
OF FIDUCIARY RESPONSIBILITIES
An employer who sponsors a retirement plan for their employees has overriding fiduciary responsibility for the plan. This solution allows the employer to outsource that responsibility to the highest degree.
Recordkeeper and the Participant Experience
Driving Participant Success
The Transamerica participant experience is designed to help people understand if their savings and investment strategy is in line with their retirement goals.
It starts with enrollment and continues with personalized communications and financial education, showing participants how they can improve their retirement readiness.
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.
We are ready to help. Fill our the form below and one of our experts will be in touch shortly. Thank you.