simple solutions for your retirement - trs 4566esp... · trs 4566esp-1210 transamerica financial...

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is educational seminar will help: • Teach you the basic features of a 401(k) plan. • Show you how to prepare financially for retirement. • Encourage you to start saving for retirement. Attend a 401(k) Basics Seminar to learn more about 401(k) plans and how they can help you achieve your retirement goals. 401(k) Basics TRS 4566ESP-1210 Transamerica Financial Life Insurance Company and Transamerica Life Insurance Company are affiliates of Diversified Investors Securities Corp. Securities are offered by Diversified Investors Securities Corp. (DISC), 440 Mamaroneck Avenue, Harrison, NY 10528. Transamerica Retirement Services (“Transamerica”), a marketing unit of Transamerica Financial Life Insurance Company (“TFLIC”), 440 Mamaroneck Avenue, Harrison, New York 10528, and Transamerica Life Insurance Company (“TLIC”), 4333 Edgewood Road NE, Cedar Rapids, Iowa 52499, and other TFLIC and TLIC affiliates, specializes in the promotion of retirement plan products and services. TFLIC is not authorized and does not do business in the following jurisdictions: Guam, Puerto Rico, and the U.S. Virgin Islands. TLIC is not authorized in New York and does not do business in New York. Transamerica Retirement Services and its representatives cannot give ERISA, tax, or legal advice. This material is provided for informational purposes only based on our understanding of material provided and should not be construed as ERISA, tax, or legal advice. Clients and other interested parties must consult and rely solely upon their own independent advisors regarding their particular situation and the concepts presented here. Although care has been taken in preparing this material and presenting it accurately, Transamerica Retirement Services disclaims any express or implied warranty as to the accuracy of any material contained herein and any liability with respect to it. Transamerica Retirement Services does not provide investment advice. Clients and other interested parties must consult and rely solely upon their own independent advisors regarding their particular situation. Transamerica Retirement Services does not act as a fiduciary. DATE TIME LOCATION SIMPLE Solutions for your retirement SIMPLE Solutions for your retirement

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Page 1: SIMPLE Solutions for your retirement - TRS 4566esp... · TRS 4566ESP-1210 Transamerica Financial Life Insurance Company y Transamerica Life Insurance Company son afiliados a Diversified

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This educational seminar will help: • Teach you the basic features of a 401(k) plan.

• Show you how to prepare financially for retirement.

• Encourage you to start saving for retirement.

Attend a 401(k) Basics Seminar to learn more about 401(k) plans and how they can help you achieve your retirement goals.

401(k) Basics

TRS 4566ESP-1210

Transamerica Financial Life Insurance Company and Transamerica Life Insurance Company are affiliates of Diversified Investors Securities Corp. Securities are offered by Diversified Investors Securities Corp. (DISC), 440 Mamaroneck Avenue, Harrison, NY 10528.

Transamerica Retirement Services (“Transamerica”), a marketing unit of Transamerica Financial Life Insurance Company (“TFLIC”), 440 Mamaroneck Avenue, Harrison, New York 10528, and Transamerica Life Insurance Company (“TLIC”), 4333 Edgewood Road NE, Cedar Rapids, Iowa 52499, and other TFLIC and TLIC affiliates, specializes in the promotion of retirement plan products and services. TFLIC is not authorized and does not do business in the following jurisdictions: Guam, Puerto Rico, and the U.S. Virgin Islands. TLIC is not authorized in New York and does not do business in New York.

Transamerica Retirement Services and its representatives cannot give ERISA, tax, or legal advice. This material is provided for informational purposes only based on our understanding of material provided and should not be construed as ERISA, tax, or legal advice. Clients and other interested parties must consult and rely solely upon their own independent advisors regarding their particular situation and the concepts presented here. Although care has been taken in preparing this material and presenting it accurately, Transamerica Retirement Services disclaims any express or implied warranty as to the accuracy of any material contained herein and any liability with respect to it.

Transamerica Retirement Services does not provide investment advice. Clients and other interested parties must consult and rely solely upon their own independent advisors regarding their particular situation. Transamerica Retirement Services does not act as a fiduciary.

DATE

TIME

LOCATION

SIMPLE Solutionsfor your retirement

SIMPLE Solutionsfor your retirement

Page 2: SIMPLE Solutions for your retirement - TRS 4566esp... · TRS 4566ESP-1210 Transamerica Financial Life Insurance Company y Transamerica Life Insurance Company son afiliados a Diversified

Este seminario educativo ayudará a: • Enseñarle los puntos básicos de un plan 401(k).

• Mostrarle cómo prepararse financieramente para su jubilación.

• Animarle a empezar a ahorrar para su jubilación.

Para aprender más acerca de los planes 401(k) y cómo pueden ayudarle a lograr sus metas para la jubilación, asista un seminario sobre los puntos básicos de un plan 401(k).

Principios básicos del 401(k)

TRS 4566ESP-1210

Transamerica Financial Life Insurance Company y Transamerica Life Insurance Company son afiliados a Diversified Investors Securities Corp. Los títulos son ofrecidos por Diversified Investors Securities Corp. (DISC), 440 Mamaroneck Avenue, Harrison, NY 10528.

Transamerica Retirement Services (“Transamerica”), una unidad de mercadeo de Transamerica Financial Life Insurance Company (“TFLIC”), 440 Mamaroneck Avenue, Harrison, New York 10528, y Transamerica Life Insurance Company (“TLIC”), 4333 Edgewood Road NE, Cedar Rapids, Iowa 52499, y de otras filiales de TFLIC y TLIC, se especializa en la promoción de productos y servicios para planes de jubilación. TFLIC no está autorizado y no comercia en las siguientes jurisdicciones: Guam, Puerto Rico y las Islas Vírgenes de EE.UU. TLIC no está autorizado en Nueva York y no comercia en Nueva York.

Transamerica Retirement Services y sus representantes no pueden dar consejos tributarios, legales ni de ERISA. Este material se provee sólo para propósitos de informar según nuestro entendimiento del material suministrado y no debe ser interpretado como consejos tributarios, legales ni de ERISA. Los clientes y otras partes interesadas deben consultar y depender únicamente de sus propios consejeros independientes en cuanto a su situación particular y los conceptos que se presentan aquí. Aunque se ha tomado el debido cuidado en la preparación del material para presentarlo con precisión, Transamerica Retirement Services niega cualquier garantía explícita o implícita en cuanto a la precisión de cualquier material contenido en el presente y toda responsabilidad relacionada con ello.Transamerica Retirement Services no da consejos de inversión. Los clientes y otras partes interesadas deben consultar y depender únicamente de sus propios consejeros independientes en cuanto a su situación particular. Transamerica Retirement Services no sirve como fiduciario.

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