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.

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.

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