Transamerica representatives hold monthly one-on-one meetings counseling sessions. These are held via phone or virtual screen sharing. A Transamerica Participant Counselor can discuss any of your retirement planning needs, including:
- How much to save
- Your investment options
- Asset allocation
- Consolidating your savings
A Transamerica Participant Counselor is ready to assist you with selecting the appropriate investments in your retirement plan and assist with your allocation strategy. They will also be available for consultation of your current retirement strategy, and can also help you with completing forms to roll over or transfer funds from a previous plan provider.
Listed below are the one-on-one meeting dates. To schedule a meeting, go to One-on-One Meeting Registration.
One-on-One Counseling Dates (2023)
- Thursday, January 19
- Thursday, February 15
- Tuesday, February 21
- Thursday, March 16
- Wednesday, April 19
- Thursday, May 11
- Tuesday, June 13
- Thursday, July 13
- Thursday, August 17
- Tuesday, September 19
- Wednesday, October 18
- Tuesday, November 14
- Wednesday, December 13