Retirement Solutions Focus Target mid to large organizations seeking customized defined contribution and defined benefit retirement programs, emphasizing Transamerica Retirement Solutions as a partner for comprehensive plan design, administration, and fiduciary support.

Mercer Channel Advantage Leverage the historical transition of DC record-keeping assets from Mercer to Transamerica as a case study and sales catalyst for incumbent fund sponsors and plan sponsors seeking seamless vendor migrations and integrated retirement platforms.

Scale Ready Position to capture opportunities with organizations currently in mid-market to enterprise segments, highlighting Transamerica’s capacity to service 1001–5000+ employees and manage multiple plan types across traditional and Roth options, 457s, and nonqualified plans.

Tech Enablement Differentiate with a modern tech stack and analytics capabilities (AWS, Google Analytics, ALB, Modernizr, jQuery) to offer scalable, secure, and data-driven plan administration and participant experience enhancements.

Competitive Positioning Benchmark against high-revenue peers in financial services retirement space to emphasize specialized focus on plan customization, participant outcomes, and advisor/consultant partnerships as a value proposition for brokers and employers seeking tailored retirement programs.