Transamerica Stable Value Solutions Inc. offers insurance products issued by Transamerica Premier Life Insurance Company (Cedar Rapids, IA), Transamerica Financial Life Insurance Company (Harrison, NY), and Transamerica Life Insurance Company (Cedar Rapids, IA). Contract holders will look only to the issuing insurance company for satisfaction of obligations under the contract. Products are not available in all states.
The Managed Advice® service is offered through Transamerica Retirement Advisors, LLC (TRA), an SEC registered investment advisor. Transamerica Retirement Solutions and TRA are affiliated companies. Morningstar Investment Management Associates, LLC®, a wholly-owned subsidiary of Morningstar, is an SEC-registered investment advisor that serves as an independent financial expert and provides the underlying investment advice and portfolio management methodology for the Managed Advice® service. Morningstar is not affiliated with any Transamerica companies. Please see the Managed Advice® agreement for more information on the terms and conditions that apply.
Important: The projections or other information generated by the engine regarding the likelihood of various investment outcomes are hypothetical, do not reflect actual investment results, and are not guarantees of future results. Results derived from the tool may vary with each use and over time.
PortfolioXpress® is a registered service mark of Transamerica. PortfolioXpress® is available to plans that have online enrollment at no additional cost although the fees of the underlying investment choices continue to apply. PortfolioXpress® presents a series of asset allocation models up to and through a designated retirement year. The participant is solely responsible for selecting the retirement year and risk preference (if applicable). By subscribing to the service, the participant agrees to each of the asset allocation mixes and each of the automated rebalancing transactions that will take place over time within the account as the participant approaches a selected retirement year. If participants sign up, they should carefully review the service agreement for details on any applicable fees and other terms and conditions that may apply. Although the PortfolioXpress® service is offered at no additional cost, participants will continue to bear the fees of the underlying funds in which the account is invested. PortfolioXpress® is designed as investment education. Transamerica or its affiliates do not provide investment advice to PortfolioXpress® nor does Transamerica act as a plan fiduciary. Retirement date portfolios are subject to the same risks as the underlying asset classes in which they invest. The higher the portfolio’s allocation to stocks generally the greater the risk. The principal value of the portfolio is never guaranteed, including at and after the target date. Diversification does not guarantee against loss in a falling market.
Health savings products and services offered through Transamerica Health Savings Solutions, LLC.