Products
Transamerica Goes Mobile with Account Info
Participants in Transamerica Retirement Services’ client plans now have read-only access to their account information via an iPhone or iPod touch.
Reported by Fred Schneyer
Transamerica said participants can use the device’s Web browser to navigate to www.TA-Retirement.com, where they can view:
- account information, including account balance, vested balance, available loan amount, most recent contribution date, year-to-date rate of return, and pending transactions and distributions;
- investment choice selections and allocation percentages allowed under their plan; and
- current investment performance.
To make changes to account information, participants will need to log on to their accounts by computer or by phone.