Transamerica Retirement Services’ employee benefit plan clients who choose the self-directed brokerage option will have access to a range of investment products and services from CSFBdirect, including:
- trading in stocks, mutual funds, IPOs (for qualified investors)
- online and wireless account access
- real-time quotes and news.
Los Angeles-based Transamerica Retirement Services ( www.TA-Retirement.com ), provides 401(k) and profit-sharing plan services to small-and-medium-sized businesses. They currently administer more than 7,850 plans with approximately 400,000 participants as of December 31, 2000, according to the press release.