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Transamerica launches mutual fund platform for retirement plans

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Transamerica Retirement Services has introduced a mutual fund platform for company-sponsored retirement plans.

The new platform offers an investment line-up with no proprietary fund requirements.

Target maturity funds are included from three fund families, a choice often made available only to larger plans by most providers.

The new mutual fund platform features flexible pricing, presenting financial advisers with the ability to build a retirement plan that is tailored to meet the needs of plan sponsors in the small and mid-sized markets.

The new mutual fund platform gives financial advisers and plan sponsors the flexibility to work with a third party administrator, or receive bundled, full-service capabilities from Transamerica.

The platform include a range of 300 funds, a multi-manager investment approach including 35 respected fund families, target maturity funds from The Vanguard Group, American Century Investments and T. Rowe Price, and a low asset minimum of USD1m.

“Today’s launch of the new mutual fund platform further strengthens Transamerica’s position as a leader in the advisor and TPA-dominated market segment,” says Stig Nybo, president of Transamerica Retirement Services. “This is a very competitive solution for advisors and TPAs who are committed to offering innovative and in-demand features to plan sponsors in the small and mid-sized markets.”

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