Please download and review the Transamerica Retirement Advisors, LLC Form CRS
Health savings products and services offered through Transamerica Health Savings Solutions, LLC. Transamerica Stable Value Solutions Inc. offers insurance products issued by Transamerica Life Insurance Company (Cedar Rapids, IA) and Transamerica Financial Life Insurance Company (Harrison, NY). Contract holders will look only to the issuing insurance company for satisfaction of obligations under the contract. Product features and availability may vary by state and may not be available in all states.
Transamerica has negotiated preferred provider agreements with certain student loan vendors which have agreed to provide favorable pricing and service to Transamerica clients. Transamerica may receive compensation for implementation costs incurred by Transamerica from the vendor on business referred to the student loan benefit provider.
Before adopting any plan sponsors should carefully consider all of the benefits, risks, and costs associated with a plan. Retirement plans are complex, and the federal and state laws or regulations on which they are based vary for each type of plan and are subject to change. In addition, some products, investment vehicles, and services may not be available or appropriate in all workplace retirement plans. Plan sponsors and plan administrators may wish to seek the advice of legal counsel or a tax professional to address their specific situations.