Associated tags: Health, Retirement, Insurance, Transamerica, Aegon, History, Financial adviser, Health insurance
Locations: ANNANDALE, VA, US, MARYLAND, CONNECTICUT, BALTIMORE, NETHERLANDS, IOWA, UNITED STATES, COLORADO
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Management BALTIMORE , April 15, 2024 /PRNewswire/ -- Transamerica, a leading insurance, retirement and investment company, today announced that Rob Carney has joined the organization as chief distribution officer (CDO) for its Individual Solutions division.
Key Points:
- BALTIMORE , April 15, 2024 /PRNewswire/ -- Transamerica, a leading insurance, retirement and investment company, today announced that Rob Carney has joined the organization as chief distribution officer (CDO) for its Individual Solutions division.
- The business unit produces and distributes Transamerica's award-winning life insurance and annuity products and is responsible for the distribution of Transamerica's mutual funds.
- "Rob is a seasoned leader with a proven record of creating and executing innovative solutions that will further accelerate Transamerica's growth," said Jamie Ohl, president of Individual Solutions at Transamerica.
- Carney brings more than 30 years of financial services sales leadership experience working in life, annuities, retirement and employee benefits.
Retrieved on:
Thursday, December 14, 2023
Through a single contract, an employer can select either the Gallagher 401(k) Group Retirement Plans or the Gallagher 401(k) Choice Pooled Employer PlanSM.
Key Points:
- Through a single contract, an employer can select either the Gallagher 401(k) Group Retirement Plans or the Gallagher 401(k) Choice Pooled Employer PlanSM.
- This strategic move marks a significant milestone in the employee benefits industry, offering small and large employers the choice to join the group retirement plans or a pooled employer plan.
- Gallagher's new 401(k) Choice Pooled Solutions provides:
3(38) investing fiduciary services through Gallagher Fiduciary Advisors, LLC
3(16) plan administration fiduciary services through TAG Resources, a Transamerica company
distribution through Gallagher's Retirement Plan Advisors.
- Gallagher 401(k) Choice Pooled Solutions offers cost efficiencies and professional guidance for the plan sponsor.
Retrieved on:
Tuesday, December 12, 2023
CLEVELAND, Dec. 12, 2023 /PRNewswire/ -- KeyBank Institutional Advisors (IA), the institutional investment management division of KeyCorp (NYSE:KEY) today announced the launch of a new pooled employer plan for 401(k) plans that will be effective January 1, 2024.
Key Points:
- CLEVELAND, Dec. 12, 2023 /PRNewswire/ -- KeyBank Institutional Advisors (IA), the institutional investment management division of KeyCorp (NYSE:KEY) today announced the launch of a new pooled employer plan for 401(k) plans that will be effective January 1, 2024.
- The Key 401(k) Pooled Employer Plan ('PEP') is designed for unrelated employers to participate in a single, customizable plan that offers defined contribution retirement benefits through a pooled arrangement.
- As a single consolidated plan, the PEP provides for a substantial reduction in the administrative burden and fiduciary risks for employers, while providing potential economies of scale pricing and access to professional plan management.
- Transamerica will serve as the recordkeeper, and Pentegra will be the pooled plan provider (PPP), providing administrative and compliance support.
Retrieved on:
Tuesday, December 12, 2023
BALTIMORE , Dec. 12, 2023 /PRNewswire/ -- Transamerica's latest installment in the "Prescience 2026" report series reveals optimism among industry experts related to employees of small businesses.
Key Points:
- BALTIMORE , Dec. 12, 2023 /PRNewswire/ -- Transamerica's latest installment in the "Prescience 2026" report series reveals optimism among industry experts related to employees of small businesses.
- The Prescience 2026 Council comprises industry experts, thought leaders, and visionaries who work collaboratively to analyze market trends and provide actionable insights.
- The experts on the Prescience 2026 Council see a sunny future for small businesses.
- Yet, Prescience panelists do not expect to see the percentage of small businesses offering pooled arrangements to exceed 50% by the end of 2026.
Retrieved on:
Monday, November 27, 2023
BALTIMORE, Nov. 27, 2023 /PRNewswire/ -- Transamerica today unveiled its new Long Term Care Rider for the Transamerica Universal Life Insurance SM, a strategic innovation designed to help address the long-term care needs of Americans approaching retirement.
Key Points:
- BALTIMORE, Nov. 27, 2023 /PRNewswire/ -- Transamerica today unveiled its new Long Term Care Rider for the Transamerica Universal Life Insurance SM, a strategic innovation designed to help address the long-term care needs of Americans approaching retirement.
- Transamerica Universal Life Insurance, already a popular choice with the highest participation rate among all of Transamerica's insurance products, is now available with a new living benefit, the Long Term Care Rider.
- The introduction of our Long Term Care Rider is a vital step towards empowering individuals to manage their long-term care needs proactively."
- For more information about how Transamerica Universal Life Insurance with the Long Term Care Rider can enhance a workplace benefits strategy, employers may contact their financial professionals.
Retrieved on:
Thursday, November 9, 2023
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Series SCOTTSDALE, Ariz., Nov. 9, 2023 /PRNewswire/ -- ARS (previously Annexus Retirement Solutions) announced today that Transamerica is adding the State Street GTC Retirement Income Builder (the Series) to its recordkeeping platform, joining State Street Global Advisors, Global Trust Company (GTC) and ARS in helping more Americans become retirement ready. This new industry innovation in target date funds provides lifetime income, while preserving growth opportunity and participant control of the assets.
Key Points:
- SCOTTSDALE, Ariz., Nov. 9, 2023 /PRNewswire/ -- ARS (previously Annexus Retirement Solutions) announced today that Transamerica is adding the State Street GTC Retirement Income Builder (the Series) to its recordkeeping platform, joining State Street Global Advisors, Global Trust Company (GTC) and ARS in helping more Americans become retirement ready.
- This new industry innovation in target date funds provides lifetime income, while preserving growth opportunity and participant control of the assets.
- Transamerica is dedicated to helping participants secure their financial futures and believes in-plan income solutions can be one of the most critical components to helping solve today's retirement income crisis.
- "Transamerica is keenly focused on delivering solutions that can help participants better prepare for retirement," said Phil Eckman, president of Transamerica Workplace Solutions.
Retrieved on:
Tuesday, November 7, 2023
BALTIMORE, Nov. 7, 2023 /PRNewswire/ -- In a revealing study on long-term care planning, Transamerica's Extended Care Report illuminates a pressing issue facing the aging American population.
Key Points:
- BALTIMORE, Nov. 7, 2023 /PRNewswire/ -- In a revealing study on long-term care planning, Transamerica's Extended Care Report illuminates a pressing issue facing the aging American population.
- The Extended Care Report delves into the attitudes and preparedness of Americans regarding extended care.
- "This report is a clarion call, highlighting the critical intersection of retirement planning and extended care," said John Stanley, senior managing director for Employee Benefits at Transamerica.
- For more information about the Extended Care Report and Transamerica's efforts in long-term care planning, please visit https://www.transamerica.com/employee-benefits/caregiving.
BALTIMORE, Oct. 6, 2023 /PRNewswire/ -- Transamerica is pleased to announce it has entered into a business arrangement with PNC, a leading provider of financial expertise.
Key Points:
- BALTIMORE, Oct. 6, 2023 /PRNewswire/ -- Transamerica is pleased to announce it has entered into a business arrangement with PNC, a leading provider of financial expertise.
- PNC and Transamerica are committed to providing products and services that help individuals prepare to achieve a lifetime of financial security.
- The products now offered on the PNC platform include a registered index linked annuity, the Transamerica Structured Index Advantage® Annuity.
- For an additional fee, with a Transamerica variable annuity, the Transamerica Principal OptimizerSM and the Transamerica Income EdgeSM 1.2 optional living benefits are available.
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Management BALTIMORE, Oct. 2, 2023 /PRNewswire/ -- Transamerica announced today that Michael Brodeur will serve as chief operating officer (COO) of World Financial Group Insurance Agency, LLC (WFG) and vice president at Transamerica.
Key Points:
- BALTIMORE, Oct. 2, 2023 /PRNewswire/ -- Transamerica announced today that Michael Brodeur will serve as chief operating officer (COO) of World Financial Group Insurance Agency, LLC (WFG) and vice president at Transamerica.
- Brodeur has more than thirty years of expertise and an extensive background in financial services and technology.
- Most recently he served as both senior vice president, Corebridge Retirement Services (formerly AIG) and president, COO of VALIC Financial Advisors (VFA) at Corebridge Financial, Inc.
- Throughout his career he has held senior leadership roles overseeing operational architecture, business development, and revenue growth with Broadridge Financial Solutions, M&O Systems, Mass Mutual Financial, Fidelity Investments, and Allmerica Financial.
Retrieved on:
Thursday, September 21, 2023
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Management BALTIMORE, Sept. 21, 2023 /PRNewswire/ -- Transamerica Financial Advisors, Inc. (TFA) today announced bestselling author, TED speaker and owner of Rejection Therapy, Jia Jiang, as keynote speaker for its 2023 TFA Exchange conference on September 27–28, 2023.
Key Points:
- BALTIMORE, Sept. 21, 2023 /PRNewswire/ -- Transamerica Financial Advisors, Inc. (TFA) today announced bestselling author, TED speaker and owner of Rejection Therapy, Jia Jiang, as keynote speaker for its 2023 TFA Exchange conference on September 27–28, 2023.
- This year's TFA Exchange will feature more than 65 speakers, panelists, and executive leaders from TFA, World Financial Group, Transamerica and strategic product partners.
- This event will host more than 800 licensed TFA representatives and investment advisors at the MGM Grand Hotel in Las Vegas.
- "The Exchange conference will demonstrate what an exciting time it is to be part of TFA.
