About Transamerica
Transamerica Retirement Services’ Story
www.TA-Retirement.com
TAG Resources has developed a strategic alliance with Transamerica Retirement Services ("Transamerica"). Transamerica has more than 70 years of experience in the retirement services and pension business, and is one of the top providers of retirement plans. With billions of dollars under management, Transamerica services over 15,500 retirement plans, including over 200 Multiple Employer Plan Sponsors, and services more than 6,000 Adopting Employers. Transamerica is committed to proving that retirement plan providers can make a difference in how well Americans, and the organizations they work for, master their financial future.
A Multiple Employer Plan is a retirement plan that covers various employers who may represent multiple industries and trades. These employers become “Adopting Employers” when they elect to join a Multiple Employer Plan.
The Benefits of Joining TAG Resources’ MEP
- Adopting Employers receive the economies of scale that have generally been reserved for large businesses. Services and features of a Multiple Employer Plan are generally less expensive than what a small business typically may receive on their own from a retirement plan provider.
- Adopting Employers are able to outsource certain risks associated with being the plan sponsor. TAG Resources takes on the liability of being the plan administrator, the plan fiduciary, and the investment manager.
Financial Ratings
Transamerica is solely focused on helping you achieve your retirement goals. We are financially strong and conservatively managed, taking great care to be well capitalized with ample liquidity for our business needs. The ratings shown below for each of our companies demonstrate our financial strength.
We are honored to partner with TAG Resources to be your retirement plan provider, and to help you meet your business and individual retirement goals.
For more information about Transmerica, click here.
Transamerica Financial Life Insurance Company is an affiliate of Diversified Investors Securities Corp. Securities are offered by Diversified Investors Securities Corp. (DISC), 440 Mamaroneck Avenue, Harrison, NY 10528.
Transamerica Retirement Services ("Transamerica"), a marketing unit of Transamerica Financial Life Insurance Company ("TFLIC"), 440 Mamaroneck Avenue, Harrison, New York 10528, and other of its affiliates, specializes in the promotion of retirement plan products and services. TFLIC is not authorized and does not do business in the following jurisdictions: Guam, Puerto Rico, and the U.S. Virgin Islands.
Transamerica Retirement Services received 43 "Best in Class" cups for sponsor and participant services in PLANSPONSOR® Magazine's annual Defined Contribution Survey of retirement plans. The 43 "Best in Class" designations—23 in the micro (<$5 million) and 20 in the small ($5 million to $50 million) markets—rank Transamerica Retirement Services among the top cup recipients of the 46 providers evaluated in the micro- and small-plan markets. The results of the Defined Contribution Survey were announced in the November 2009 issue of PLANSPONSOR® Magazine. The survey polled nearly 5,635 clients of 48 defined contribution plan providers. "Best in Class" cups are awarded to plan providers who score in the top quartile of a specific category. See the November 2009 issue of PLANSPONSOR® Magazine for complete results.
Statistics listed as of December 31, 2009. Ratings listed as of July 26, 2010.
Lala Davis,
Office Manager/Controller of Smith Management
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