Transamerica’s Web site, www.TA-Retirement.com , has been redesigned to streamline the login process and provide easy-to-use and easy-to-understand navigation. Also, wizard-style forms have been added to make online transactions more efficient and improve processing time, according to a news release.
Additionally, the site includes other new features such as:
- online distributions
- census data completion with the ability to save documents in progress
- plan provisions
- an add/delete funds feature
- a reorganized and enhanced plan reports section.
Transamerica said plan sponsors and financial professionals can now transition seamlessly to participant accounts from their respective sites for read-only access, significantly enhancing their service ability with the Web site enhancements.
The firm also debuted the TransDirect Participant Call Center from Cedar Rapids, Iowa. Transamerica says the location that gives the company the ability to effectively service all time zones from coast to coast. A new phone menu allows users to receive account balance information automatically after identification confirmation, request participant forms and opt out of the menu at any point to speak to a live representative. In addition, participants will benefit from expanded live representative hours: Monday – Friday, 8:00 a.m. – 8:00 p.m. Eastern Time.
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