Payroll selfservice timeplus1/3/2024 ![]() PortfolioXpress® is designed as investment education. ![]() Although the PortfolioXpress® service is offered at no additional cost, participants will continue to bear the fees of the underlying funds in which the account is invested. If participants sign up, they should carefully review the service agreement for details on any applicable fees and other terms and conditions that may apply. By subscribing to the service, the participant agrees to each of the asset allocation mixes and each of the automated rebalancing transactions that will take place over time within the account as the participant approaches a selected retirement year. The participant is solely responsible for selecting the retirement year and risk preference (if applicable). PortfolioXpress® presents a series of asset allocation models up to and through a designated retirement year. PortfolioXpress® is available to plans that have online enrollment at no additional cost, although the fees of the underlying investment choices continue to apply. PortfolioXpress® is a registered service mark of Transamerica. To make it easier for your employees to manage their retirement savings, Transamerica offers a free, automatic asset allocation and rebalancing service that uses core investments to customize model portfolios based on participants’ risk tolerance and target retirement age. Participants have 24/7 access to their account information, as well as the ability to update personal information, review retirement forecasts, and monitor progress toward retirement savings goals. Participants can then take action to improve their projected retirement readiness. Using intuitive weather icons, this tool provides participants with a real-time forecast of their retirement strategy. Highlighted below are just a few of the many resources Transamerica offers to help your employees save for a secure retirement. As a best-in-class* recordkeeper for your plan, Transamerica provides a comprehensive package of services that can help your employees save and invest wisely for retirement and beyond. From onboarding your plan to supporting your employees, we tap the expertise of a market leader* for retirement plan solutions - Transamerica.
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