1150 S. Olive St., Los Angeles, CA 90015; phone: (213) 742-3063; fax: (213) 741-7131; www.ta-retirement.com
(No. of participants)
Total 308,673
Bundled (inc. in-house asset mgmt.) 153,000
Record keeping/administration only 173
Investment mgmt. only 155,500
Participants served exclusively 308,673
Bundled services 153,000
Record keeping/administration only 173
Investment mgmt. only 155,500
SERVICES PROVIDED
Plan design
Employee meetings
Generic employee investment education
Generic employee communications
Customized employee communications
Compliance and reporting
Consulting services
SECURE PRIVATE NETWORK SERVICES
24-hour access
Performance data
Fund information
Retirement planning assistance
INVESTMENT MANAGEMENT SERVICES
Daily valuation
Total defined contribution assets: $6.4 billion
In-house investment management services are provided through:
Internally managed separate accounts
GICs
External investment management services are provided through:
Separate accounts
Transamerica Asset Management provides services to 3,025 sponsors: 1,224 for bundled services (including in-house investment management); 4 for record keeping and administration only; and 1,797 for investment management only.
It offers account balances, account transfers, 24-hour access, e-mail, changes to current/future allocations, loan request processing, performance data, fund information (prospectus etc.), retirement planning assistance through its Web site.
Don Radisich is client contact.
