tool and online calculators, monitor your investment portfolio, obtain investment education and more. l Until you create your own unique Username and Password, you can access investment choice performance and many other valuable tools by entering your plan’s contract number: 517326-00000. Investment Choice Information Via Website To access your Fund Performance Overview and Investment Fact Sheets, follow the simple steps outlined below: Step 1: Go to TA-Retirement.com Step 2: Click: “Employees” on the navigation bar, then “Account Information”, next “Investment Choice Performance” in the left navigation Step 3: Enter your Contract ID and click “Submit” Step 4: Your Performance Overview will appear Step 5: Click on the investment choice’s name to view the Investment Fact Sheet Manage Your Account Via Telephone 800-401-8726 l The automated telephone system offers you direct access to your plan account information. You can access the system 24 hours a day,—seven days a week. Account Rebalancing Account rebalancing allows you to maintain the investment percentage you originally established, taking into consideration market earnings and losses. l Set up Account Rebalancing via the website or by telephone. l Automatically rebalance your account by redistributing the percentage of your total portfolio held in each investment choice. — A one-time account rebalance will initiate one rebalance as of the close of the business day. — A periodic rebalance will establish a future schedule for rebalancing based on the period selected (monthly, quarterly, semi-annually, annually). l There is no minimum balance required and no minimum amount to transfer.
Automated Periodic Transfers Automated periodic transfer allows you to transfer portions of your plan account balance from one investment choice to another in regular increments. l Use Automated Periodic Transfer to gradually transfer assets from a conservative investment choice to a more aggressive investment choice or vice versa. l You must transfer at least $100 from the holding investment choice for each periodic transfer. l Once established, Automated Periodic Transfer will continue until you request that it be stopped. l If there is not enough money in the holding investment choice, the system will ignore the transfer request and check again the next period. l Some restrictions may apply. Contact your plan administrator. OnTrack ® : Your Personalized Retirement Planning Tool Complete your retirement profile in our OnTrack ® tool for a comprehensive view of Your Retirement Outlook ® and specific ways you may be able to improve it. To get started, sign in to your account and click "Update" on your Account Overview page or “OnTrack” in the Resource Center menu. OnTrack ® : After you enroll in your plan, you can access OnTrack by following the steps outlined below Step 1: Go to TA-Retirement.com Step 2: Enter your Username and Password and click on the button Step 3: Follow the directions in the Your Retirement Outlook ® window OnTrack ® is a proprietary retirement planning module, solely provided for educational purposes. It is not investment advice. Important: The projections or other information generated by the OnTrack ® tool (which produces Your Retirement Outlook ® ) regarding the likelihood of various investment outcomes are hypothetical, do not reflect actual investment results, and do not guarantee future results. Results derived from the OnTrack ® tool may vary with each use and over time. Please visit your plan website for more information regarding the criteria and methodology used, the tool’s limitations and key assumptions, and other important information. Statement of Account l You will receive a personalized statement of your account on a quarterly basis. l If you have questions regarding your statement or notice a discrepancy, please notify Transamerica Retirement Solutions within six weeks of receiving your statement. Any oral communications should be re-confirmed in writing to further protect your rights.
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