Transamerica representatives hold monthly one-on-one 403(b) counseling sessions with employees. 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 (2025)
- Thursday, January 9
- Wednesday, February 12
- Tuesday, March 11
- Thursday, April 10
- Wednesday, May 14
- Tuesday, June 17
- Thursday, July 10
- Wednesday, August 13
- Tuesday, September 16
- Thursday, October 16
- Wednesday, November 12
- Tuesday, December 16