Chapter 3 Important Contacts

Transcription

1 Chapter 3 Important Contacts Your First Resource for Help We recognize that sometimes it is handy to have all of your contact information in one place. That is why we have assembled all of the key contact data we want plan administration to be as simple for you as possible. Use this page to find key phone numbers and web addresses. Plan Sponsor Service Center TRSConnect SM : Mailing Address: Transamerica East 100 G Executive Drive Edgewood, NY Fax Number: Transamerica Retirement Solutions Web Site: (800) (800) (631) (631) Participant Service Center TransDirect : Participant Transactional Web Site Participant Voice Response System (800) 401-TRAN (8726) (800) 401-TRAN (8726)

2 Plan Sponsor Resources Plan Sponsor Service Center: TRSConnect SM (800) Where do you get the information you need to manage your company's retirement plan? Just call (800) for assistance with: Recordkeeping Daily Valuation/Participant Accounts/Payroll Validator Voice Response System/Web site Year-End Testing/Compliance/5500s Participant Distributions/Loans Plan Sponsor s Web site username and password Accounting Financial Contract-level Activity Statements Plan Compliance Changes to Plan Documents Explanation of Plan Provisions IRS Regulation Concerns Billing Invoicing of Administrative Fees

3 Plan Sponsor Resources (Cont.) Transamerica Retirement Solutions Web site Obtain information on plan features and investment choices by using the TRS Web site. It also allows you to download useful forms, request plan documents, and access our online Administrative Guide and Calendar of important plan compliance updates. How do you access the Plan Sponsor site? It's simple. First, log on to. You will need to enter your username and password. Once logged in, you will be able to access relevant plan level information for all of your adopting employers: Customized Plan Information from the Plan Information Menu: Plan Details Activity Statements Plan Document Plan Provisions Plan Contacts Service Standards Plan Funds: Fund Performance Investment Scorecard Fund Reports Add/Delete Funds Administration Tools from the Plan Administration Menu: Add Participants Payroll Contributions Distributions Census Information Compliance Corner Administrative Guide ekits Participant Forms Access the TRS Web site for customized plan information, useful administrative tools, retirement planning and educational materials.

4 Plan Sponsor Resources (Cont.) Plan Reports Contributions Participant Distributions Loans Plan-level Participant Information Account Access Indicative Data Password Letter Participant Statement Resources Automatic Rollover IRA 401(k) Day Sponsor Spotlight Participant Education Newsletters Webcasts Participant Tools Personal Profile Message Center

5 Plan Sponsor Resources (Cont.) Transamerica Retirement Solutions Mailing Address Use the addresses below for: Contribution Checks Rollover Checks and Paperwork For plans based outside of New York State: TRANSAMERICA LIFE INSURANCE COMPANY P.O. Box New York, NY For plans based in New York State: TRANSAMERICA FINANCIAL LIFE INSURANCE CO P.O. Box New York, NY Contribution Allocation Reports Enrollment/Change Forms Distribution and Loan Forms Compliance Testing Annual 5500 Reporting Transamerica East 100 G Executive Drive Edgewood, NY

6 3.2 Participant Resources TransDirect Participant Voice Response System (VRS) (800) 401-TRAN (8726) Participants may contact TransDirect for current account balances and to change their investment allocations. The participant must have their Social Security Number and their Personal Identification Number (PIN) to use the system. The Voice Response System (VRS) is available 24 hours a day, 7 days a week. Any transactions made prior to 4:00 p.m. ET will be processed as of that business day. Transactions made after the 4:00 p.m. ET cutoff will be processed the next business day. When any transaction is initiated, a confirmation of that activity will be mailed to the participant. In addition, if the participant loses his/her Password, he or she may change their Password via the VRS or call and speak to a Specialist to request a new one. English and Spanish speaking service professionals are available from 8:00 a.m. to 8:00 p.m. ET, Monday through Friday. The VRS gives participants the ability to: Verify account balances Request investment changes Initiate fund transfers Model and/or request a loan Determine amounts available for hardship and in-service withdrawals Request a copy of statement to be mailed to their home Speak to a live specialist Participant Contact Center Participants may contact (800) 401-TRAN (8726) and speak to a specialist 8:00 a.m. to 8:00 p.m. ET, Monday through Friday. Our representatives assist participants with: Completing transactions Understanding how to complete participant forms Navigating through the Web site or VRS Requesting copies of statements Address changes

7 3.2 esources Participant Resources (Cont.) Transamerica Retirement Solutions Web Site Your employees may visit this site for streamlined asset allocation tools, fund performance, a portfolio modeler, and information on market volatility. Remember that frequently asked questions are also available on the Web site. Participant Transactional Web Site Participants may access their personal account online. They must have their username and password to access the system. Through the Web site participants may request: Investment performance Account balances Password If a participant has forgotten his or her password he or she can have a new one generated by using the Forgot your password? function in the login box. Investment changes Fund transfers Loans Distributions Address changes Statements mailed to home address or request a copy online