Your Retirement Plan is Moving to Transamerica

Emerson College Tax Deferred Annuity Plan - TA069868 00001

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Beginning on August 1, 2017, Emerson College's 403(b) Retirement Plan will be managed by Transamerica. We're a nationally recognized leader with more than 75 years of experience managing retirement plans. We can help you prepare for retirement with our advanced tools, solutions, and services.

Announcing Our New Fund Line-up!

Emerson College has provided a diverse set of investments to help achieve a wide range of retirement savings goals. To examine your plan’s investment options and fees, visit the fund and fee information section to the right. 

Access to Additional Funds Via Schwab Personal Choice Retirement Account®(PCRA)

If you’re an experienced investor and want to select from a large number of investments outside of the plan's fund lineup, you'll have the option of a self-directed brokerage account.

Click here for more information. Additional details will be available soon.

One-on-one Meetings with Transamerica

We suggest you meet one-on-one with a knowledgeable Transamerica representative who can answer your questions and help make sure your account is set up properly and answer any questions you have about the new plan.

Consolidating Your Accounts

Although you are not required to move any of your account balances invested in the plan by July 31, 2017, there may be benefits to combining other retirement accounts you may have, including your accounts with TIAA, Fidelity, and VALIC, with your new one at Transamerica. You’ll have an easier time knowing how much you’ve saved and may need to save for retirement. Managing your account should be simpler. And it should be easier to apply a comprehensive investment strategy to achieve your goals. If you wish to transfer your account from TIAA, Fidelity, or VALIC or from any other retirement plan you may have, a Transamerica representative will help you prepare and process all the necessary forms. To learn more about consolidation, call 888-976-5602.

Review the fees and expenses you pay, including any charges associated with transferring your account, to see if consolidating your accounts could help reduce your costs. Be sure to consider whether such a transfer changes any features or benefits that may be important to you.

Fund and Fee Information

Get the details about your plan's