Transamerica Partner Series III (New York Only)
The Transamerica Partner Series III is designed for exclusive use by our TPA partners. Its innovative fund structure and plan design flexibility, the Transamerica Partner Series III is the perfect retirement plan solution for Third-Party Administrators and their clients.
- More than 140 investment options1 from which to choose.
- Transamerica Plan PlusSM2 – self-directed brokerage account available
- Fund Mapping3 program helps maintain asset performance during plan conversion
- Initial and ongoing enrollment support to generate and sustain participation
- Plan-specific enrollment kits
- On-site enrollment workshops with promotional materials
- Online retirement plan management and planning tools
- Comprehensive participant communications and educational program
- AdviceSolutionsSM-– interactive participant investment and retirement planning tool available at no additional cost
- For Partner Series III Fund Information, click here
Partner Series III Funds Only Defined Benefit Plans
If there is a need for an investment vehicle for a new or already established defined benefit plan, Transamerica Retirement Solutions has the solution. While an existing TPA provides the plan document and administers the defined benefit plan, Transamerica Retirement Solutions can provide the investment vehicle which provides access to up to 84 outstanding investment options accessing 20 fund families.
Partner Series III Funds Only Balance Forward Defined Contribution Plans
In some cases, for older Defined Contribution Plans that are not daily valued, it becomes necessary to carry the balance forward to a new investment vehicle. Transamerica Retirement Solutions can provide a competitive investment vehicle which provides access to up to 84 outstanding investment options accessing 20 fund families.
We Deliver the Retirement Answers Clients Want
We think you’ll find our innovative products can provide a better answer for your company’s retirement needs. If you would like more information on our products and services, please contact your local sales consultant or the Transamerica Retirement Solutions Internal Sales desk at (888) 401-5826. To request additional information online, click here.
Transamerica Partner Series III is a Group Annuity Contract (Investment Contract) Form # TA-AP-2001-CONT is underwritten by Transamerica Financial Life Insurance Company (TFLIC), Purchase, NY in the state of New York and administered by Transamerica Retirement Solutions. Only available in New York.
1 Some limitations on the number of funds based on first-year deposits may apply.
3Available subject to underwriting restrictions.
4 In order to qualify for Fund Mapping, 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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