401(k) Retirement Plan

The TransAmerica 401(k) Savings Plan provides you with a wide array of investment options to help you save for a secure retirement using pre-tax money.

  Brian Brummell: (949) 421-3532

  TransAmerica Website →

You Decide How Much To Invest

You can save up to 100% of your pay on a pre-tax basis up to the IRS annual allowable maximum amount. If you are over the age of 50 or will reach 50 during the plan year, you can contribute an additional amount to your 401(k) account under the plans’ catch-up provision.

Plan Documents

1. Enrollment Kit (Eng)
2. Enrollment Kit (Sp)

Carrier Forms and Flyers

1. Beneficiary Designation Form (Eng)
2. Beneficiary Designation Form (Sp)
3. Distribution Request Form (Eng)
4. Distribution Request Form (Sp)
5. Hardship Request Form (Eng)
6. Hardship Request Form (Sp)
7. Loan Application Form (Eng)
8. Loan Application Form (Sp)

Notices

1. Investment Change Notice
2. 401k Fee Comparison