[Date]
[Date]
[Plan Sponsor]
[Company]
[Address]
[City, State Zip]
Dear [Plan Sponsor]:
Managing Your Fiduciary Responsibility
Transamerica Retirement Services recognizes that you work hard to give your employees a quality retirement plan — one that provides you and your employees with all the benefits you deserve and will remain in compliance with fiduciary requirements and IRS regulations. Transamerica Retirement Services is proud to offer AdviceSolutionsSM with the Transamerica Director Series I[1], an easy-to-use tool that helps Plan Sponsors fulfill their Participants’ needs for investment advice.
AdviceSolutions is an interactive, online tool that empowers your employees to develop an effective investment strategy for achieving their retirement goals. AdviceSolutions[2] has been lauded by such publications as Business Week, Money Magazine, and Yahoo Internet Life and is designed to comply with the Safe Harbor Provisions described in the Department of Labor’s Interpretive Bulletin (IB) 96-1.
AdviceSolutionsSM
• Helps participants identify their retirement goals and assists them in developing a personalized investment strategy
• Participants can select their investment experience level—Beginning, Intermediate or Advanced
• Provides an interactive Life Summary Timeline illustrating the participant’s income, expenses, retirement data and potential life expectancy and a Personal Profile Model depicting how potential future events can affect participants’ long-term savings goals
• Helps participants design an investment strategy taking into consideration the assets in the company’s plan, assets outside the company plan, or both
• Provides suggestions for asset allocation changes for optimal financial risk/reward gain
• Investment Model Scenarios– show participants different investment choices and their associated risks, and the investment’s probability of meeting their retirement goals
• Access to a comprehensive retirement educational center offering tips and insightful articles
• Online chat and co-browsing features allow participants and a Customer Service Rep to review the Web site together, with additional technical support provided by e-mail and instant messaging
At Transamerica Retirement Services, we know it’s important that your plan continue to meet the unique needs of your business— today and in the future. Call [Your Number] to learn about the Transamerica Director Series I, a flexible retirement plan solution built with your goals in mind.
Sincerely,
[Name]
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[1] Contract Form No. TGP-439-194 is a group annuity issued by Transamerica Life Insurance and Annuity Company, Charlotte, NC, and offered through Transamerica Retirement Services. Contract form and number may vary, and this product may not be available in all jurisdictions. Not available in New York.
[2] Magazine reviews based on AdviceFrameworks’ RetireTekSM – which has been renamed AdviceSolutions SM.
TRS 1916D-0203
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