Enrollment Material

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Transamerica Retirement Solutions is committed to providing participants with the latest information, state-of-the art tools and innovative retirement planning materials. Your clients will be able to better educate their employees on retirement planning with the following:

 

workbook coverEnrollment Video
Transamerica's enrollment video addresses the three primary reasons employees fail to enroll: I don't have the money, I'll do it later, and I don't have the time, while encouraging employees to take advantage of the benefits of joining the plan early, saving automatically, and maximizing tax-deferred savings.

 

 

workbook coverJoin the Plan Presentation1
Use this easy-to-follow PowerPoint  presentation to conduct enrollment meetings and encourage participation in your  clients' plans.

 

Conversion PowerPoint screenshotTransition with Ease Presentation
This presentation introduces participants to their new Transamerica retirement plan and answers many of the questions raised by participants during the plan transition.

 

 

Enrollment Workbook
The enrollment workbook provides a simple process that includes retirement planning education, a risk tolerance questionnaire, a table to help estimate how much employees will need in retirement and a summary of plan provisions encouraging enrollment in the plan.


auto-enrollmentAutomatic Enrollment Newsletter
Automatic enrollment is a powerful plan feature that helps employees save for their retirement without delay. The automatic enrollment newsletter answers many of the common questions employees may have including: How does automatic enrollment work? What do I need to do? How are my contributions invested? How do I make changes and get more information? The newsletter also includes custom plan highlights and a beneficiary form.  

 

auto-enrollmentConversion Newsletter
Transamerica created a plan transition newsletter that answers many of the most common questions participants have like: How does a plan conversion work? What will happen to my account balance during the conversion process?  And how do I get more information?




1The producer enrollment presentation is the property of Transamerica Retirement Solutions. While you may want to customize plan provisions or add a client's name to the title slide, you may not make substantive changes to the slides. You may not modify the content without Transamerica Retirement Solutions' prior written permission.


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