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Plan Insight

JULY 2010 Newsletter

Transamerica Fiduciary Management ProgramSM

Transamerica provides a range of tools to help satisfy the investment portion of your fiduciary responsibility, which can give peace of mind to clients' as plan fiduciaries.

Extra Assurance for Plan Fiduciaries Transamerica’s Fiduciary Warranty provides extra support for your plan’s fiduciaries. Our Fiduciary Warranty provides specific covenants that your investment choice line-up will:

·   Satisfy the applicable requirements set forth under section 404(c) of ERISA that plans offer a broad range of investment alternatives;

·   Meet the prudence requirement of section 404(a)(1)(B) of ERISA, that the investment choices be selected according to prevailing industry practices and generally accepted investment theories; and

·   Be appropriate for long-term investing.

If you are a Transamerica client and wish to discuss this, contact us directly, or call the Transamerica Plan Sponsor Desk for details at (866) 498-4557.

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Information is provided for review and consideration only. Please consult legal and tax advisors for practical advice pertaining to your business and personal situations.

Material in our newsletter may have been extracted in whole or in part from the IRS Employee Plans publication, and the presence of IRS material does not constitute or imply the endorsement, recommendation, or favoring by the IRS of any opinions, products, or services offered by the sponsor of this web page or document.

This page was last reviewed and/or updated on Monday, December 19, 2011 04:17 PM

 
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