TOOLS & RESOURCES TRSC 3413TOOL-1011 FOR EDUCATIONAL PURPOSES ONLY © Transamerica or Transamerica Retirement Services refers to Transamerica Retirement.

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Presentation transcript:

TOOLS & RESOURCES TRSC 3413TOOL-1011 FOR EDUCATIONAL PURPOSES ONLY © Transamerica or Transamerica Retirement Services refers to Transamerica Retirement Services Corporation, which is headquartered in Los Angeles, CA.

Chances are things will change: Your goals will shift Markets will go up and down You’ll change your career Your children will go to college We make it simple to manage your retirement. How Will You Manage Your Retirement? 2

Manage Your Account on the Phone or Online Transamerica Retirement Services Delivered Web-Based Retirement Planning Tools Transamerica or Transamerica Retirement Services refers to Transamerica Retirement Services Corporation, which is headquartered in Los Angeles, CA.

Manage Your Account on the Phone or Online 1 4

Get account information Check investment choice performance Initiate transactions TransDirect® 5

Online 6

This example is for illustrative purposes only Account Information 7

Investment Information Morningstar, Inc. is a leading provider of independent investment research in the United States and in major international markets. Transamerica Retirement Services is not affiliated with Morningstar, Inc. 8

Account Transactions 9

Account Rebalancing and Periodic Transfers 10

Loans This example is for illustrative purposes only 11

Request a Statement Online 12

Frequently Asked Questions 13

Account Information 14

Investment Information This example is for illustrative purposes only 15

Account Transactions 16

Periodic Transfers and Account Rebalancing 17

Loans This example is for illustrative purposes only 18

Frequently Asked Questions 19

Transamerica Retirement Services Delivered 2 20

Your Participant Statement For month end data visit Account Performance Account Balance Vested Balance Reporting Period Plan Information 21

Investment choice performance for all available investment choices Your Participant Statement For month end data visit Your balance percentage by asset class 22

Your Participant Statement Current Investment Allocations Of your account balance For month end data visit Account Summary Account Balance Contributions 23

Your Participant Statement Account Activity by contribution source and investment type Transaction Details by investment choice and reporting period For month end data visit 24

Your Participant Statement Annualized Investment Choice Performance by investment choice for the quarter and historical performance For month end data visit 25

Your Participant Statement Investment Mix Information For month end data visit 26

Your Participant Statement Current Investment Allocations For month end data visit Account Summary 27

Your Participant Statement Account Activity by contribution source and investment type Transaction Details by investment choice and reporting period For month end data visit 28

Your Participant Statement Annualized Investment Choice Performance by investment choice for the latest quarter and historical performance For month end data visit This example is for illustrative purposes only 29

Your Participant Statement Investment Mix Information For month end data visit This example is for illustrative purposes only 30

Worth a Look Participant newsletter Education corner Investment education Current events that can affect your financial future 31 Transamerica Retirement Services' communication materials have received awards from various organizations, including the Awards for Publications Excellence (“APEX”) in ; Communicator Awards ; DALBAR, Inc. in 2009; Hermes Creative Award in ; League of American Communications Professionals (“LACP”) in 2010; MarCom Awards in 2009; Mutual Fund Education Alliance ("MFEA") STAR Award in ; and Profit Sharing/401(k) Council of America (“PSCA”) For more information please refer to the website Retirement.com.

Retirement Planning Assessment 32

Web-Based Retirement Planning Tools 3 33

The RECOVER Plan was developed to help participants understand: The causes of current economic environment Cycles of financial markets How to evaluate the impact of these events on your retirement goals and objectives? Q: What is the RECOVER Plan? A: An action plan that can help you: Take control of discretionary spending Identify your risk tolerance Evaluate your current contribution rates and asset allocation 34

 Recognize  Evaluate  Calculate  Organize  Verify  Execute  Regain 35

Retirement Planning Tools Point, Click & Save ® Loose Change Saving Up The Compounding Game Traditional or Roth 401(k) 36

Point, Click & Save ® 37

Loose Change 38

Saving Up 39

Roth 401(k) Calculator 40

The Compounding Game 41

Retirement Planning Tools Asset Allocation Quiz Portfolio Modeler RetireTrack SM 42

Asset Allocation Quiz 43

Portfolio Modeler 44

Educational Materials Understanding Market Volatility Brochure Your Guide to Approaching Retirement Educational Flyers Useful Links 45

Investing in a Volatile Market 46

Your Guide to Approaching Retirement 47

Useful Links 48

Convenient services help you manage your account: On the Web: Online and through the mail: Quarterly statements and newsletters Over the phone: (800) One-on-one: Service Representative The Transamerica Difference Save time and paper. Sign up for e-documents today! 49

Convenient services help you manage your account: On the Web: Online and through the mail: Quarterly statements and newsletters Over the phone: (888) One-on-one: Service Representative The Transamerica Difference Save time and paper. Sign up for e-documents today! 50

Convenient services help you manage your account: On the Web: Online or through the mail: Quarterly statements and newsletters Over the phone: (877) One-on-one: Service Representative The Transamerica Difference Save time and paper. Sign up for e-documents today! 51

© 2011 Transamerica Corporation. All rights reserved. FOR EDUCATIONAL USE ONLY TRSC 3413TOOL-1011 Transamerica Retirement Services does not provide investment advice. Clients and other interested parties must consult and rely solely upon their own independent advisors regarding their particular situation. Transamerica Retirement Services does not act as a fiduciary. The separate account investment choices offered are exempt from registration with the SEC; therefore, no prospectuses are filed for them. However, certain of the separate account investment choices invest in mutual funds which are subject to SEC registration. Prospectuses on these mutual funds can be ordered directly from the fund company or obtained upon request from Transamerica Retirement Services at The Transamerica Advisor Series plan administration services are provided by Transamerica Retirement Services Corp. (“Transamerica” or “Transamerica Retirement Services”) or an affiliate, and funds are distributed by Diversified Investors Securities Corporation, a registered broker-dealer and an affiliate of Transamerica Retirement Services. Transamerica specializes in the promotion of retirement plan products and services. All investments involve risk, including loss of principal and there is no guarantee of profits. Investors should carefully consider their objectives, risk tolerance and time horizon before investing. The prospectus for each fund (other than for stable value investment choices, which are not mutual funds) contains this and other information about that fund. For copies of any prospectuses, please contact (888) Read each prospectus carefully before investing. 52

53 RetireTrack sm RetireTrack sm is a proprietary retirement planning module, solely provided for educational purposes. It is not investment advice. Transamerica does not act as a fiduciary and is not affiliated with Ibbotson. The projections generated by the Ibbotson simulation models regarding the likelihood of various outcomes are hypothetical in nature, do not reflect actual investment results, and do not guarantee future results.

54 RetireTrack sm RetireTrack sm is a proprietary retirement planning module, solely provided for educational purposes. It is not investment advice. Transamerica does not act as a fiduciary and is not affiliated with Ibbotson. The projections generated by the Ibbotson simulation models regarding the likelihood of various outcomes are hypothetical in nature, do not reflect actual investment results, and do not guarantee future results.