Retirement Resources For Employers
Resources to help you plan for success
We understand the unique challenges you face in managing a cost-effective compliant retirement plan that improves retirement readiness for your employees. Our extensive experience as a retirement plan provider helps us continually assess market conditions through interactions with clients, participants, plan advisors, and industry resources to identify trends and issues shaping the retirement plan landscape. We translate these findings into action with improved education, tools, and resources to aid your efforts to offer a competitive program benefit to your employees.
Retirement plan trends in today's healthcare market
Transamerica continues our longstanding commitment to provide relevant insights into the retirement and financial wellness practices of healthcare organizations with our 2021 Healthcare Trends survey. In this, our 15th such study, you’ll find data gathered from 70+ healthcare organizations, and the five key takeaways gathered from their responses.
Retirement plan trends in higher education
Institutions of higher education face challenges that may differ from those of other organizations. We surveyed benefits staff in higher education to find out how they are shaping benefits in response to economic and other trends, and what their concerns are about preparing for retirement.
Pooled plan arrangements
Transamerica's 20+ years of experience with pooled plan arrangements gives us keen insight into the opportunities they deliver for organizations sponsoring and adopting them, and especially for participants. With 338 sponsoring organizations and nearly 15,000 adopting employers*, we are leaders in pooled plan arrangements. And our recordkeeping technology offers a proven infrastructure, ensuring your plan will be administered most effectively and efficiently.
Transamerica 2022 Mid-Year Market Outlook
Transamerica Asset Management, Inc. CIO Tom Wald, CFA® takes a timely and in-depth look at the market, the economy, and what the second half of 2022 may bring.
Workforce management like you've never experienced
Track in real time how employees are engaging with their benefits and what campaigns are most effective in boosting engagement and participation.
Technology to keep you plugged in
Transamerica’s proprietary recordkeeping system offers a breadth of features, flexibility, and customization capabilities that make it easy for new clients to adopt our system.
Our platform offers the ability to customize your plan website and participant communications to truly look and feel like part of your organization.
Resources for your employees
Transamerica is committed to providing ongoing education and support designed to help plan participants take control of their retirement future. Our comprehensive approach provides plan sponsors, plan advisors, and plan participants access to insights, plan analytics, tools, resources, and timely information to help guide decision-making across the retirement planning process.
Retirement savings calculator
Employees can use this calculator to see what their retirement plan balance will be based on slider variables they control, including contribution percentage, annual salary, and employer match.
Healthcare in retirement webinar
Have employees attend this webinar to learn potential sources of healthcare coverage in retirement and to take a deeper dive into the details of Medicare.
Retirement planner calculator
Employees can use this calculator to help them visualize their retirement plan by viewing their retirement savings balance and withdrawals each year until the end of retirement.
Resource Center
Transamerica’s Resource Center is your go-to source for valuable market insights, helpful articles, product information, business-building tools, and more.