FOR IMMEDIATE RELEASE
BALTIMORE, MD – June 29, 2015
Transamerica today announced an expanded distribution partnership with Edward Jones to provide its retirement plan solutions to companies throughout the U.S., marking the first time Transamerica and Edward Jones have joined forces to distribute corporate retirement plans.
“We are honored to be included as one of the retirement plan product offerings available to Edward Jones financial advisors and their clients. Throughout our partnership, we have found that our two organizations share a similar focus on helping more Americans save for their long-term goals,” said Jason Crane, executive vice president and managing director of retirement sales for Transamerica Retirement Solutions. “There is an Edward Jones financial advisor in nearly every community. We look forward to the opportunity to serve the corporate retirement plan market with a well-respected financial services organization like Edward Jones.”
Transamerica Retirement Solutions Corporation currently helps more than three million people prepare for retirement, and is a leading provider of retirement plan solutions to U.S. employers and their employees. Edward Jones has nearly 14,000 financial advisors across the nation and serves nearly seven million clients.
“At Edward Jones, we are focused on working one-on-one with individual investors as they prepare for their long-term financial needs," said Jamie Ohl, Principal Retirement Products. "We look forward to working with Transamerica to serve the retirement needs of small business owners and their employees throughout the U.S."
To learn more about these retirement plan solutions, contact an Edward Jones financial advisor, or call Transamerica at (888) 401-5826, Monday – Friday, 9:00 a.m. to 7:00 p.m., Eastern Time.
With a history that dates back over 100 years, the Transamerica companies are recognized as leading providers of life insurance, savings and retirement and investment solutions, serving millions of customers throughout the United States. Transamerica works to Transform Tomorrow® for those who entrust its dedicated professionals with their financial needs, helping them take the necessary steps to achieve their long-term goals and aspirations.
Transamerica’s corporate headquarters is located in Baltimore, Maryland, with other major operations in Cedar Rapids, Iowa. Transamerica is part of the Aegon group of companies. Aegon is one of the world’s largest providers of life insurance, pension solutions and asset management products, operating in over 25 markets worldwide with some 28,000 employees. For the full year of 2014, Aegon managed $675 billion in revenue generating investments. References to Transamerica and Aegon relate to affiliated operating companies.
Transamerica Retirement Solutions Corporation is not affiliated with Edward Jones.
About Edward Jones
Edward Jones, a FORTUNE 500 firm, provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm's business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm's 13,000-plus financial advisors work directly with nearly 7 million clients. Edward Jones, which ranked No. 6 on FORTUNE magazine's "100 Best Companies to Work For 2015," is headquartered in St. Louis. The Edward Jones Web site is located at www.edwardjones.com, and its recruiting Web site is www.careers.edwardjones.com. Member SIPC.
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