Human Resources

One on One Counseling Sessions

One on One Counseling Sessions

Transamerica representatives will be on-site monthly for one-on-one meetings. (Currently counseling sessions are being held by phone). 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 rollover or transfer funds from a previous plan provider.

We encourage you to bring the most recent copies)of your account statement(s) to your meeting.  

Listed below are the one-on-one meeting dates. To schedule a meeting, go to the One-on-One Meeting Registration page.

All on-site meetings take place in Human Resources at 20 Park Plaza, 13th floor.

One on One Counseling Dates (2021) - Currently These are Phone Sessions

  • Thursday, January 28
  • Wednesday, February 10
  • Tuesday, March 9
  • Special Flexible Sessions in April
  • Wednesday, May 5
  • Tuesday, June 8
  • Wednesday, July 7
  • Wednesday, August 11
  • Wednesday, September 8
  • Wednesday, October 6
  • Wednesday, November 10
  • Wednesday, December 8
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