Total Retirement Outsourcing




Total Retirement Outsourcing

Retirement plan administration is complex and requires a knowledgeable hand in successfully fulfilling the required tasks. Many plan sponsors do not have the expertise to manage complex retirement plan administration and/or the dedicated staff required to perform their duties. Administration lapses can also cause significant compliance risks. Retirement plan administration includes a wide array of duties, including participant notices, distribution processing, payroll consolidation, monitoring eligibility dates and much more. Given their lack of resources, plan sponsors are increasingly turning to total retirement outsourcing as a solution.

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Transamerica Retirement Services

With over one billion in Multiple Employer plan assets, Transamerica Retirement Services (Transamerica) is the leading innovator for Multiple Employer Plan services. Transamerica is a well-known and respected provider with more than 70 years in the retirement services industry. Ranked as one of the top providers of retirement plans, Transamerica services over 15,000 plans and more than 770,000 individual participants with over $16.0 billion in plan assets under management.

Contact James Kais by phone at (866) 393-8967 x2436 or by email at James.kais@transamerica.com

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Jim Kais
VP of Special Markets, Transamerica Retirement Services
Jim is the Vice President of Special Markets. He covers the entire United States working with Transamerica’s Regional Vice Presidents and their advisors/brokers to locate and close Multiple Employer Plan (MEP) business. He has been in the retirement services and human resources outsourcing business for nearly 16 years and has presented at the Boston Mid-size Pension Conference, and at various Human Resource Symposiums on fiduciary risk management and retirement plan design. Prior to joining Transamerica Retirement Services Jim served as the Vice President of Client Service for the Northeast Region of ADP TotalSource, a national PEO and subsidiary of ADP, Inc. He has also served as Vice President of Client Services at Merrill Lynch Retirement Group. He holds a Bachelor of Science in Economics and Business Administration from Ursinus College in Pennsylvania, and resides in Central New Jersey.


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