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Transamerica Creates Retirement Planning Form

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NU Online News Service, June 7, 12:07 p.m. – Transamerica Retirement Services, Los Angeles, has introduced a new employee education tool, a free, personalized Retirement Planning Assessment form.

Participants in employer-sponsored Transamerica defined-contribution retirement plans can use the form to determine how likely they are to meet their retirement goals.

Transamerica wants to send the form to all plan participants each year.

Transamerica is hoping financial planners and brokers can use the availability of the form as a selling point when pitching retirement services to small and midsize businesses, the company says.