Plan Support By

Account Access

Transamerica Customer Service Toll-free Hotline:

Call 800-401-8726 to obtain the following information or to make transactions within your account:

You will be asked to enter your social security number and a PIN code.  Your PIN is initially set as the last 4-digits of your social security number unless you change it to any other 4-digit number.

• Account Balance info, Press 1

• Investment Direction info, Press 2

• Participant Contribution info, Press 3

• Loan info, Press 4

• Withdrawal info, Press 5

• Investment Fund Performance info, Press 6

• Change PIN Code, Press 7

• Request a Financial Statement for your Account, Press 8

Or, visit the Transamerica Retirement Services website 

at www.ta-retirement.com to access your personal account information:

• Transactions
• Account Information
• Fund Performance
• Forms
• Newsletters

You will be asked to enter your social security number and a PIN code.  Your PIN is initially set as the last 4-digits of your social security number unless you change it to any other 4-digit number.

Transactions

If you’re currently a participant in your company’s retirement plan, login now to manage your retirement account.

In this section, you will be able to:
 
     - Transfer funds
     - Rebalance funds
     - Change your investment elections
     - Obtain instructions on managing your account via telephone

If you’re not yet enrolled in your company’s retirement plan, please see your Plan Administrator regarding your eligibility status.

Account Information

If you’re currently a participant in your company’s retirement plan, login to access your retirement account information.

Once you login, you will be able to:
 
     - View recent account activity, including your vesting information
     - Access fund performance  -  Contract ID: 932032   Sub ID: 001  Hint: For 3 yr., 5 yr., & 10 yr. fund performance averages click on the MONTHLY OPTION.
     - Change your investment allocation
     - Compute your personal rate of return
     - Transfer balance
     - View and request copies of your account statements
     - Obtain plan information
     - Update your personal profile

If you’re not yet enrolled in your company’s retirement plan, please see your Plan Administrator regarding your eligibility status.

Transamerica Retirement Services Participant Newsletter -- Worth A Look

Transamerica Retirement Services understands how important it is for you to keep up to date on the issues that may affect your retirement plan. That’s why Worth A Look brings you timely news and insights that you can put to work as you develop your investment strategies to achieve your financial objectives.

The Participant version offers readers an educational approach to the market, investment insights, and economic trends -- reinforcing the basic investing principles that increase a Participants' knowledge and confidence in their investment decisions. 

Newsletters will open in PDF format (requires free Adobe Acrobat Reader).

www.ta-retirement.com

Download the Summary Plan Description | Copyright 2007 All Contents - Executive Benefit Plans, Inc.

This page was last updated on Saturday, January 13, 2007 10:41 AM