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Transamerica Retirement Services

Plans/Designs » Products And Services » Transamerica

Broker Services
Transamerica Retirement Services is a pioneer in the retirement services industry – a well-known and respected provider with over 72 years in pension services business1. Transamerica Retirement Services is ranked as a top-ten retirement services provider2 with retirement planning products and services for more than 15,000 plans3.

Win the Field

Customized retirement plans to drive your sales
Plan features tailored to meet unique company needs
Full line of 401(k), Profit-Sharing and New Comparability plans
Pre-sale consulting, case review and closing expertise
30 regional sales offices nationwide, Internal Sales Desk, and 45 ERISA Consultants

Close Your Deal

Competitive and flexible pricing
Custom client sales proposals
Joint client presentations
Preferred New Business Installation service
Asset BridgeSM4 feature reduces surrender charges on plan conversion without reducing commissions

Grow Your Business

Competitive commission options
Flexible Trail package
Online commission statements and case tracking
Online access to participant data and Appointment Registry
Business Building Workshops

Please contact your CPS Group Benefits Representatives for additional information.

1 Transamerica Retirement Services (TRS) is a division of Transamerica Life Insurance Company (TLIC). TRS markets the products and services of TLIC and its affiliates.

2 Transamerica Retirement Services ranks as one of the top-ten retirement services provider based on data published in CFO Magazine's April and May 2005 report "CFO Buyer's Guide: 401(k) Providers". This ranking is derived from data on the total number of plans managed by investment companies reporting over $8 billion in 401(k) assets.

3 As of 12/31/04

4 Group Annuity Contracts with enhancements such as the Asset Bridgesm feature generally have higher expenses than those without enhancements, and the contract owner(s) should consider along with the benefits of the features to be sure the annuity meets their financials needs and goals. The Asset Bridgesm is an optional feature, available subject to underwriting guidelines, under the Group Annuity Contract. In the event of discontinuance, policies including the Asset Bridgesm feature may be subject to Discontinuance Charges.

18551 Von Karman Ave., Suite 150 • Irvine, CA 92612
Phone 800.362.5433 • Fax 949.225.7160

http://www.CPSGroupBenefits.com

Copyright © 2008. CPS Group Benefits Insurance Services, All Rights Reserved

The CPS Group Benefits Insurance Services web site is maintained exclusively for active producers contracted with carriers through CPS, and is intended for agent use only. All information is intended for use as a guide, or as reference, and is believed to be current as of the date of its posting. Any misrepresentation of the information contained in the CPS Group Benefits Insurance Services web site by its users is strictly prohibited.

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