What does this partnership mean to our clients who offer or want to offer their employees and retirement solution?
It means Bison Wealth has the flexibility to meet your needs
[Program Name] Choice Pooled Solutions℠ product set consists of two plan configurations: Retirement Plan Exchange® and Choice Pooled Solutions℠ (PEP).
COMPARING YOUR OPTIONS
The Retirement Plan Exchange 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 PEP 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 you time back?
A major DIFFERENTIATOR of [Program Name] Choice Pooled Solutions℠ for you as a participating employer is the reduced administrative tasks you have to perform on your [401(k)/403(b)].
[Program Name] Choice Pooled Solutions℠ takes on over 90% of your administrative duties
YOUR RESPONSIBILITIES WITHOUT [Program Name] Transamerica Choice Pooled Solutions℠
YOUR RESPONSIBILITIES WITH [Program Name] Transamerica Choice Pooled Solutions℠
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.
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