Partner iSeries
Third party administrators handle almost everything except the recordkeeping with our new Partner iSeries1 product.
The Partner iSeries:
- Is designed for new or takeover plans with less than $500,000 in total first-year deposits
- Allows third party administrators (TPAs) to handle most plan-related tasks on the Internet, making this a virtually paperless product
- Is available for plans with more than $50,000 in weighted2 first-year deposits
- Offers more than 160 investment choices3
- Offers automated mapping of assets to help maintain asset performance during plan conversion between the plan sponsor and TPA4
- Offers plan-specific enrollment kits
- Requires the use of online enrollment
- Offers automatic enrollment, available only for employer-directed plans
- Features AdviceSolutions, our free interactive participant investment and retirement planning tool
- Offers automated processing of testing refund(s)
- Offers the ability to request refund distributions online
Partner Series for Investments Only Defined Benefit Plans
Transamerica Retirement Solutions has the solution for you if you need an investment vehicle for a new or already established defined benefit plan. Transamerica provides the investments while the existing TPA handles the plan document and administers the defined benefit plan.
For investment information on Partner iSeries1, click here. For investment information on Partner iSeries1 in the state of New York only, click here.
Helping Your Clients Master Retirement
For more information on our innovative products, please contact the Transamerica Retirement Solutions Internal Sales Desk at (888) 401-5826. Click here to request more information online.
1 Transamerica Retirement Solutions (“Transamerica”), a marketing unit of Transamerica Financial Life Insurance Company ("TFLIC”), 440 Mamaroneck Avenue, Harrison, New York 10528, and Transamerica Life Insurance Company ("TLIC”), 4333 Edgewood Road NE, Cedar Rapids, Iowa 52499, and other TFLIC and TLIC affiliates, specializes in the promotion of retirement plan products and services. This product is available from Transamerica Retirement Solutions under contract form number TA-AP-2001-CONT, a group variable annuity contract underwritten by TFLIC, or under contract form number CNT-TLIC 10-05, a group variable annuity contract underwritten by TLIC. TFLIC is not authorized and does not do business in the following jurisdictions: Guam, Puerto Rico, and the U.S. Virgin Islands. TLIC is not authorized in New York and does not do business in New York. Fees and charges may apply. For complete information, contact your Transamerica representative.
2 Determined by adding 100% of expected annual flow plus 20% of takeover assets.
3 All investment choices are Transamerica Life Insurance Company (“TLIC”) or Transamerica Financial Life Insurance Company (“TFLIC”) separate account investment choices that are either managed (or invest in underlying investment vehicles managed) by affiliated or non-affiliated investment managers, except for the Transamerica Stable Value Advantage Option and the Transamerica Stable Value Advantage Account. The Transamerica Stable Value Advantage Option and the Transamerica Stable Value Advantage Account are not separate account investment choices; they are an investment in the TLIC or TFLIC general account, respectively. Some limitations on the number of investment choices based on first-year deposits or on total plan assets may apply. Maximum number of investment choices is 80.
4 In order to qualify for mapping of assets, existing plan assets and participant records must be held currently by the same company. If different recordkeepers and investment managers hold participant records and assets, Transamerica Retirement Solutions’ Administrative Office approval is required.
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