SecurePath will provide access to the Fund Architects suite of services to qualified clients, according to an announcement. Fund Architects provides a range of asset allocation portfolios.
“Part of the SecurePath by Transamerica mission is to bring the kind of financial planning resources typically reserved only for the affluent to a much wider range of individuals. Fund Architects helps us achieve this goal by making quality money management affordable,” said Phil Eckman, CEO of Transamerica Retirement Management, in a news release. “Our clients who seek investment advice from our financial advisers will now have access to a complete offering of portfolios that were developed from state-of-the-art fund selection and asset allocation tools.”
Transamerica launched SecurePath in October 2007 to provide employees on the verge of retirement with the guidance, tools, and resources to help turn accumulated retirement assets into a lifetime income stream (see Transamerica Sets Up Retirement Income Unit ). Content on the SecurePath Web site includes The Social Security Opera, intended to demonstrate that applying for Social Security benefits is not a daunting task (see Social Security Guidance through Opera? ) and a “Second Careers” section to help pre-retirees and employers plan for the type of retirement that best suits them (see Transamerica Helps Pre-retirees Prepare for Second Career ).