A complete Enrollment Kit is comprised of the following:
  • Kit folder with "Retirement, A Journey Made Simple." Booklet
  • Simple Solutions Workbook with Worksheet included
  • Investment Choices Made Simple — Investment Choice Summaries and Overview
  • Simple Solutions Calculator
  • Enrollment Forms
  • Rollover Forms
Miscellaneous supplies include the following:
  • All the components of the Kits
  • Employer Enrollment Workshop Guide
  • Retirement, A Journey Made Simple. Enrollment Video
  • Simple Solutions Workshop Enrollment Poster
  • OnTrack Brochure
  • Transamerica Plan Plus (SDBA) Brochure
  • Advantages/Disadvantages of Borrowing from your 401(k) Brochure
  • TransDirect Brochure
  • Payroll Stuffers
Before-Tax Contributions

Your before-tax contributions are deducted from your paycheck on a before-tax basis. This means that you pay no federal income tax and, in most cases, no state or local income taxes until the amounts are distributed to you from the plan.

After-Tax Contributions

Your after-tax contributions are deducted from your paycheck after federal income tax and any state and local income taxes are withheld from your pay. You will not pay taxes on your after-tax contributions when they are distributed from the plan. Earnings on your after-tax contributions are taxed when they are distributed from the plan unless it is a qualified distribution from your Roth 401(k) account. Please see your Plan Administrator for additional information.

In order for Transamerica to process your appointment request, you MUST sign, date and fax the signed form to (213) 742-3107.

State Appointment Application

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