For more stories like this, sign up for the PLANADVISERdash daily newsletter.
Products April 27, 2010
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.