Browsing Tag
Transamerica
51 posts
Transamerica Appoints President to Financial Advisory Business
Steve Chipman brings more than 25 years of advisory experience to his new role as president at Transamerica Financial Advisors
PASSED! SECURE 2.0 Awaits Biden’s Signature After $1.7T Spending Bill Clears House Friday
Retirement industry rejoices in landmark bill including numerous substantial reforms aimed at helping more Americans save
Transamerica Offering Year-End Incentives to Attract Small-Biz Plans
New initiative targets small business retirement plans and health savings accounts
RBC Wealth Management, Transamerica, FuturePlan Team Up to Offer Pooled 401k
New solution for small- and mid-sized businesses provides streamlined way to offer a retirement plan
New 401(k) Solution Geared Toward Latinos Working in Small Businesses
Transamerica, Smart, and Finhabits team up to help expand retirement plan coverage for underserved businesses and their employees
Major Industry Players Partner on New ESG 401(k) Group Plan
Open to both existing and start-up 401k plans, it provides guided onboarding and enrollment support
Transamerica Buys TAG Resources, Bolsters Pooled Plan Offerings
'The third-party administrators interested in pooled plans and who partner with Transamerica will benefit'
Value-Focused Retirement Plan Solution for Small Employers Debuts from Transamerica
New Transamerica Advantage Solution is a configurable plan offering small employers flexibility to create an efficient workplace retirement savings program
Strategic Partners Unveiled for Franklin Templeton Group Plan Solution
Transamerica selected as recordkeeper, DWC—The 401(k) Experts will provide 3(16) services and LeafHouse Financial be the 3(38) investment fiduciary for new Franklin Templeton Retirement Group Plan Solution
Transamerica, FuturePlan Team for New Pooled Retirement Plan Solution
FuturePlan serves as the third-party administrator and 3(16), while Transamerica is the plan’s recordkeeper