About Transamerica
<p>Runs retirement plan administration and recordkeeping for employers, with plan design and participant advice as core services. Founded in 1946, Transamerica also operates in life insurance, annuities, and investments.</p> <p>Based in Cedar Rapids in eastern Iowa, Transamerica supports employer-sponsored retirement plans including 401(k), 403(b), Taft-Hartley, pooled plans, defined benefit plans, and nonqualified deferred compensation plans. The company has been part of the Aegon Group since 1999.</p> <p>Transamerica’s recordkeeping platform handles plan administration and data management, with an emphasis on cybersecurity controls. The firm has experience working with healthcare and higher education employers and is known for its 403(b) business.</p> <p>As of 2026, Transamerica reports $416.0B in assets under management. Organizations that want a single provider for retirement plan administration plus related workplace benefits often start here when comparing <a href="/retirement-plans">retirement plan providers</a>.</p> <ul> <li>Recordkeeping and plan administration</li> <li>Participant advice and education</li> <li>Plan design for new and ongoing plans</li> <li>Support for 401(k), 403(b), Taft-Hartley, pooled, defined benefit, and NQDC plans</li> <li>Cybersecurity-focused data management</li> </ul>
Website: https://www.transamerica.com/employer/retirement/employer-sponsored-retirement-plans
Founded: 1946
Office Locations
- Cedar Rapids, IA
- Cedar Rapids, IA (Headquarters)
Services Offered
- Recordkeeping
- Participant Investment Advice
- Plan Design Consulting
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $416.0B
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN | WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES, WA | $55.8B | 231,353 |
| NORTHWELL HEALTH 403(B) PLAN | NORTHWELL HEALTH, INC., NY | $10.9B | 49,356 |
| THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN | THE MOUNT SINAI MEDICAL CENTER, NY | $9.5B | 46,304 |
| TRINET 401(K) PLAN | TRINET HR III, INC., CA | $8.7B | 209,337 |
| THE RETIREMENT SAVINGS PLAN | THE NEW YORK-PRESBYTERIAN HOSPITAL, NY | $4.8B | 50,152 |
| 403(b) Retirement Plan | Healthcare Sponsor, NC | $3.6B | 21,020 |
| 401(k) Retirement Plan | Manufacturing Sponsor, IL | $3.2B | 20,237 |
| 401(k) Retirement Plan | Professional Services Sponsor, SC | $2.8B | 9,871 |
| 403(b) Retirement Plan | Technology Sponsor, FL | $2.7B | 27,513 |
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