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 roll over 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.
One-on-One Counseling Dates (2021)
Currently, these sessions are being held via phone.
- Wednesday, September 8
- Wednesday, October 6
- Wednesday, November 10
- Wednesday, December 8