Defined Benefit/Cash Balance Solutions
As part of Transamerica Retirement Solutions’ long-standing commitment to anticipating and fulfilling your evolving needs, we are proud to offer you the following materials to support your client servicing initiatives.
Traditional Defined Benefit Brochure
This Traditional Defined Benefits brochure helps potential clients understand the many benefits of sponsoring a DB plan, for both the employer and employee. It discusses the recent financial events, their impact on 401(k) retirement plans.
Cash Balance Brochure
This Cash Balance brochure describes how a cash balance plan, combined with a Profit Sharing/401(k) plan, can potentially help business owners significantly increase their retirement savings. This brochure covers how cash balance plans operate, prime candidates for a cash balance plan, and the benefits of a cash balance plan for employers and employees.
To learn more, please call us at (888) 401-5826 between 9:00 a.m. – 8:00 p.m. Eastern Time.
Transamerica Retirement Solutions Corporation is an affiliate of Transamerica Investors Securities Corporation (TISC). Securities are offered by TISC, 440 Mamaroneck Avenue, Harrison5356_EMBR0117-Cash_Balance_Brochure_FINAL_Print_No_Crop.pdf NY 10528.
Transamerica or Transamerica Retirement Solutions refers to Transamerica Retirement Solutions Corporation.
Plan recordkeeping services are provided by Transamerica Retirement Solutions Corporation ("Transamerica" or "Transamerica Retirement Solutions"). The investment choices are available through a contract issued by Transamerica Financial Life Insurance Company ("TFLIC"), TA-AP-2001-CONT, or Transamerica Life Insurance Company ("TLIC"), CNT-TLIC 10-05. Transamerica is an affiliate of TFLIC and TLIC.