Request for Information

Plan Assessment Questions

Are there employer mandated contributions under Collective Bargaining Agreement? *  
Are there different contribution formulas by Local? *  
Are employer contributions fully vested?
Does the plan allow for employee pretax deferrals?
Does the plan allow for employee after‐tax deferrals?
Are loans permitted?
Are investments member directed or Trustee directed? *  
Please note current provider. *    
Do non union employees participate in the Plan? *  
Does the union work with an attorney for plan document and CBA purposes? *  
Please provide attorney contact information:
Contact Name: *
Firm Name: *  
Phone: *  
Is there a Third Party Administrator (TPA) working on your current plan? *  
Are there any particular reporting needs of the Union and TPA?
If Yes, what are they?
Does the plan contain non standard investments such as custom SMAs or managed accounts?
Please note particular pain points or needs of Plan Sponsor.
Provider Information:
Company Name: *    
Phone: *    
Plan Name: *    
Street Address 1: *    
Street Address 2:  
City: *    
State: *    
Zip: *    
Contact Name: *    
Phone: *    
Email  
Current Assets:  
Current Flow:  
Current # Members:  
Current # of Contractors:  
Current Third Party Administrator:  
Street Address 1: *  
Street Address 2:  
City: *  
State: *  
Zip: *  
Advisor/Agent:    N/A  
Company Name: *  
Street Address 1: *  
Street Address 2:  
City: *  
State: *  
Zip: *  
Phone: *  
Enter the code shown:

  


© Copyright 2016 Transamerica Retirement Solutions, LLC. All rights reserved.
Privacy Policy. Terms and Conditions. Business Continuity Plan Summary.
Facebook YouTube LinkedIn Twitter