HARRISON, N.Y. — June 01, 2015



Transamerica Together with Merrill Lynch Launch
a Workplace Retirement Solution for Not-for-Profits

Transamerica Retirement Solutions today announced a new workplace retirement plan program with Merrill Lynch that will enable the wealth management company to expand its options for not-for-profit organizations. This new program will mark the first time Transamerica has offered a 403(b) retirement plan program with Merrill Lynch.

“We welcome this opportunity to deepen our relationship with Merrill Lynch and extend our offering of retirement plans to more fully serve the needs of not-for-profit organizations and their employees,” said Jason Crane, executive vice president and national sales director for Transamerica Retirement Solutions. “Transamerica and Merrill Lynch have developed a workplace retirement program based on mutual commitment that we believe will have a powerful and direct impact in helping more employees retire with confidence.”

Not-for-profit organizations, including large higher education and healthcare institutions, often require flexible technology and multiple retirement plans to cover a broad base of employees. Over the years, Transamerica has focused on providing cutting-edge solutions to specifically meet the needs of the not-for-profit community. Merrill Lynch is also making available Transamerica’s mutual fund retirement plan product on its Advisor Alliance platform. This offering will supplement the Transamerica Group Annuity product with Merrill Lynch.

All 401(k) and 403(b) plan sponsors and their employees will now have the ability to take advantage of additional Transamerica plan administration services, coupled with a wide array of mutual funds offered through Merrill Lynch’s investment platform. Service options include outsourcing administrative tasks to Transamerica and a custom target date solution that is built using the plan’s core investment lineup to help participants diversify their investments.

“As a leading provider of retirement plans, Merrill Lynch is pleased to expand its relationship with Transamerica to provide an innovative solution for not-for-profit and corporate organizations. The expansion of our retirement plan program will provide a wider array of services to help more employees better prepare for retirement,” said Daniel Holtzman, Managing Director, Head of Retirement Services Product Management at Merrill Lynch.

To learn more about these retirement plan solutions, contact a Merrill Lynch financial advisor, or call Transamerica at (888) 401-5826, Monday – Friday, 9:00 a.m. to 7:00 p.m., Eastern Time.


About Transamerica Retirement Solutions
Transamerica Retirement Solutions (Transamerica) is a 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 four million retirement plan participants save and invest to secure their retirement dreams. For more information about Transamerica Retirement Solutions Corporation, please visit


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1904-PR (6/15)