FOR IMMEDIATE RELEASE
Harrison, NY—March 13, 2014
Transamerica Retirement Solutions announced today that it will host a webinar for financial advisors, consultants and third party administrators that will explore the strategic and practical aspects of offering retirement plan fiduciary services. The webinar will be held March 18 at 12:00 p.m. EST.
The webinar, “Best Practices for 3(16), 3(21) and 3(38) Fiduciaries,” will highlight the core services offered by fiduciary service providers and how a firm may strategically change its service offerings and responsibilities. The webinar will focus on the spectrum of service models available to financial professionals and the suggested best practices of serving as an investment fiduciary.
Transamerica welcomes back Marcia Wagner, a well-known attorney and thought leader in pension and employee benefits law, as the guest speaker for the webinar. Wagner is principal and founder of The Wagner Law Group, one of the nation’s largest boutique law firms in ERISA, employee benefits, and executive compensation.
The webinar is the latest in Transamerica’s Retirement Industry Speakers Bureau series for financial professionals, where guest speakers are invited to offer unique insight on issues facing retirement plan sponsors, as well as their advisors, consultants and service providers. The webinar will be 90 minutes in length.
“Fiduciary service models and best practices continue to be a popular topic among financial professionals for very good reason. Advisors are often confronted with concerns about fiduciary liability, and recent studies have shown that these concerns may even prevent employers from offering a retirement plan, but this challenge also represents an important business opportunity for financial professionals” said Deborah Rubin, senior vice president and national practice leader, third party administration and professional retirement plan advisor distribution for Transamerica Retirement Solutions. "We are very pleased to again have Marcia Wagner as our guest speaker, and to further explore the aspects of fiduciary services for retirement plans. This webinar will provide financial professionals with the information they need on offering fiduciary services as part of a successful business strategy."
Financial advisors and third party administrators can register for the webinar by calling Transamerica at 888-401-5826, Monday – Friday, 9:00 a.m. – 7:00 p.m. EST.
About Transamerica Retirement Solutions
Transamerica Retirement Solutions (Transamerica) is a leading provider of customized retirement plan solutions for
small to large organizations.
Transamerica partners with financial advisors, third party administrators, and consultants to cover the entire spectrum of defined benefit and defined contribution plans, including: 401(k) and 403(b) (Traditional and Roth); 457; profit sharing; money purchase; cash balance; Taft-Hartley; multiple employer plans; nonqualified deferred compensation; and rollover and Roth IRAs.
Transamerica helps more than three million retirement plan participants save and invest wisely to secure their retirement dreams.* For more information about Transamerica Retirement Solutions Corporation, please visit trsretire.com.
* As of December 31, 2013.
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