Our new support login location can be found below.
Our new support login location can be found below.
Premier recordkeeping partner for multiple employer plans (MEPs).
Find out how Transamerica can make a difference for you.
As an industry leader and visionary in multiple employer plans, Transamerica has worked with PEOs for more than 20 years helping their employees reach for brighter retirements. Our pioneering efforts in the pooled-plan space continue to expand access to secure retirements for all Americans. Request a proposal using the interest form below.
Building and growing a MEP is a team effort. When you work with Transamerica you’ll have access to a team dedicated to promoting and growing your plan. Our pooled solutions sales consultants work with you to build a strategy to educate prospective adopters about the benefits of joining your plan. From designing a marketing strategy to consultative sales support, our team is on your side—at no additional cost.
Designing a tailored strategy to effectively grow your plan with customized resources, campaigns and webinars promoting the benefits of joining your plan
Identify prospective adopters and proactively manage the pipeline, research existing plans, submit requirements to plan installation, conduct consultations with prospective adopters, assist with on-boarding documents, align resources to assist with participant rollovers
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Transamerica’s unique recordkeeping technology, developed specifically for pooled plans, has been time-tested and enhanced over the past two decades. Along with plan-level reporting for the MEP sponsor, adopting employers can run reports for their individual plans.
The Transamerica participant experience is designed to help employees understand if their savings and investment strategy is in line with their retirement goals. It features:
