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Transamerica Retirement Services (TRS)(1) provides customized retirement solutions to meet the needs of small to mid-sized businesses by marketing and distributing its products through consulting firms, broker/dealers, wire houses, independent agents, third-party administrators (TPAs) and banks.

Technologically forward-thinking, TRS launched a new TPA product, Partner iSeries(2) , which offers online plan installation, plan maintenance, and loans and distributions. As the first plan provider to offer this level of technology, clients receive superior value in a virtually paperless product.

TRS offers a wide range of products, including 401(k), profit sharing, money purchase, defined benefit, cross-tested, and multiple employer plans, and is a leader in the group purchase annuities market for terminating defined benefit plans.

A stand-out in the 401(k) marketplace, TRS is recognized in the industry for its outstanding participant education and sponsor service, as well as its participant and sponsor Web sites. TRS has been recognized by Plan Sponsor magazine as the top provider in the industry for its outstanding sponsor service.(3) For three years in a row, Transamerica's participant and sponsor Web sites have received the DALBAR Seal of Excellence for Communications.(4)

In addition to the DALBAR award, Transamerica received recognition from Chatham Partners' December 2007 Client Satisfaction Analysis for its outstanding customer service — with 17 "Best in Class" ratings.(5)

Recognized for its focused approach, industry expertise, reliability and innovation, TRS is dedicated to providing a comprehensive retirement solution — with superior customer service and technologically advanced systems.

Additional information can be found at: www.ta-retirement.com

 


(1)  Transamerica Retirement Services, a marketing unit of Transamerica Financial Life Insurance Company, 4 Manhattanville Road , Purchase, New York 10577, and other of its affiliates, specializes in the promotion of retirement plan products and services.

(2) This product is available from Transamerica Retirement Services under contract form number TA-AP-2001-CONT, a group variable annuity contract underwritten by TFLIC. TFLIC is not authorized and does not do business in the following jurisdictions: Guam, Puerto Rico, and the U.S. Virgin Islands. Fees and charges may apply.

(3) The November 2007 PLANSPONSOR® Magazine Defined Contribution Survey results placed Transamerica Retirement Services as the top provider out of 44 for retirement plans up to $50 million in assets based on total number of cups won. See the November 2007 issue of PLANSPONSOR® Magazine for complete results.

(4) DALBAR Awards 2007, 2006 and 2005 are for standards for excellence, and DALBAR provides research, ratings, and rankings of intangible factors for the financial services industry.

(5) Chatham Partners is a market research and consulting firm specializing in customer satisfaction analysis.

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