Your clients can have
it all. Award-winning
services2 to make
running their plan
easier—and a
Fiduciary Warranty to
help clients meet their
fiduciary obligations.
Call us at
(888) 401-5826
Monday through Friday
7 a.m. to 5 p.m. Eastern Time.
a retirement plan?
Look no further.
Transamerica Retirement Services1 (“Transamerica”)
has your clients covered on all counts.
• The RECOVER Plan by Transamerica is a timely, hands-on
program that can offer direction to participants during
market downturns.
• Transamerica received a combined 40 cups in the micro-and small-plan categories as well as a 96% recommendation
rate from our clients, ranking Transamerica as a top
provider in the 2008 PLANSPONSOR ® Magazine Defined
Contribution Survey. 2
• The support of our Fiduciary Management ProgramSM
can give your clients a framework for their fiduciary
duties. It comes with the Fiduciary Warranty, Investment
Questionnaire and customizable Investment Policy Statement
all at no charge. 3
Transamerica. Master Retirement.
POWER CHOICE FREEDOM
®
Transamerica Retirement Services (“Transamerica”), a marketing unit of Transamerica Financial
Life Insurance Company (“TFLIC”), 4 Manhattanville Road, Purchase, New York 10577, 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 40 “Best in Class” cups for sponsor and participant
services in PLANSPONSOR® Magazine’s annual Defined Contribution Survey of retirement plans.
The 40 Best in Class designations— 21 in the micro (<$5 million) and 19 in the small ($5 million
to $50 million) markets—rank Transamerica Retirement Services among the top cup recipients of
the 47 providers evaluated in the micro- and small-plan markets. The results of the Defined
Contribution Survey were announced in the November 2008 issue of PLANSPONSOR® Magazine.
The survey polled nearly 6,000 clients of 52 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
