List of Transamerica Retirement Recordkeeping Customers
Cedar Rapids, 52404, IA,
United States
Since 2010, our global team of researchers has been studying Transamerica Retirement Recordkeeping customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Transamerica Retirement Recordkeeping for Retirement Recordkeeping from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Transamerica Retirement Recordkeeping for Retirement Recordkeeping include: Kellanova, a United States based Consumer Packaged Goods organisation with 24227 employees and revenues of $12.75 billion, Arthur J. Gallagher, a United States based Insurance organisation with 51261 employees and revenues of $10.07 billion, Franklin Templeton, a United States based Banking and Financial Services organisation with 10300 employees and revenues of $7.85 billion and many others.
Contact us if you need a completed and verified list of companies using Transamerica Retirement Recordkeeping, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Transamerica Retirement Recordkeeping customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Arthur J. Gallagher | Insurance | 51261 | $10.1B | United States | Transamerica | Transamerica Retirement Recordkeeping | Retirement Recordkeeping | 2023 | n/a |
In 2023 Arthur J. Gallagher & Co. selected Transamerica Retirement Recordkeeping for Gallagher's new 401(k) Choice Pooled Solutions, a recordkeeping engagement announced in December 2023. The Transamerica Retirement Recordkeeping implementation is positioned to support HR and retirement pooled employer and group retirement plans across the United States, with an explicit focus on delivering cost efficiencies and professional plan services for pooled plan participants.
The deployment centers on the recordkeeping module of Transamerica Retirement Recordkeeping, configured to manage participant records, plan accounting, compliance testing, contribution processing, participant servicing and standard plan reporting. Functional emphasis in the setup is on centralized record maintenance for pooled plans and plan-level administration capabilities consistent with Retirement Recordkeeping solutions.
The announcement specifies operational coverage for US-based pooled employer and group retirement plans, affecting Gallagher's retirement plan administration and HR benefits functions. No external system integrations were detailed in the source announcement, the implementation scope as stated is focused on Transamerica operated recordkeeping services for Gallagher's 401(k) Choice Pooled Solutions.
Governance and rollout are described at the plan level, aligning Transamerica Retirement Recordkeeping services with professional plan administration workflows for pooled solutions, and the engagement is explicitly framed to deliver cost efficiencies and professional plan services as part of Gallagher's pooled plan offering.
|
 |
Franklin Templeton | Banking and Financial Services | 10300 | $7.8B | United States | Transamerica | Transamerica Retirement Recordkeeping | Retirement Recordkeeping | 2021 | n/a |
In 2021, Franklin Templeton selected Transamerica Retirement Recordkeeping for its Franklin Templeton Group Plan Solution. The deployment uses Transamerica Retirement Recordkeeping within the Retirement Recordkeeping category to centralize participant recordkeeping and plan administration for a U.S.-focused employer-sponsored group plan.
The implementation centered on the recordkeeping module, configured to manage participant records, plan accounting, contribution posting, distribution and loan processing, and compliance reporting, consistent with standard Retirement Recordkeeping capabilities. Transamerica Retirement Recordkeeping was positioned to deliver participant services and transaction processing alongside administrative workflows.
Operational scope covered U.S. group plan participants and impacted HR and benefits administration functions within Franklin Templeton. Transamerica's recordkeeping role was operationally coordinated with partners DWC and LeafHouse, who provide 3(16) and 3(38) plan services respectively, delineating fiduciary and plan administration responsibilities.
Governance was structured so Transamerica handled transactional recordkeeping while DWC and LeafHouse carried 3(16) and 3(38) responsibilities, requiring coordinated workflows for participant inquiries, compliance filings, and trustee level decisions. The arrangement creates a multi vendor operational model that separates recordkeeping duties from fiduciary oversight for the U.S. group plan.
|
 |
Kellanova | Consumer Packaged Goods | 24227 | $12.7B | United States | Transamerica | Transamerica Retirement Recordkeeping | Retirement Recordkeeping | 2016 | n/a |
In 2016, Kellanova implemented Transamerica Retirement Recordkeeping to serve its U.S. 401(k) plan. The engagement is identified as a retirement and HR recordkeeping engagement in the United States, and the full application name Transamerica Retirement Recordkeeping is the primary recordkeeping service referenced.
The implementation centered on core Retirement Recordkeeping capabilities typical of recordkeeper deployments, including participant account administration, contribution and deferral processing, plan reporting, and managed account services. Configuration emphasis in practice was on plan-level administration and participant-directed recordkeeping workflows, aligned with standard retirement plan operations.
Operational scope was explicitly the companys U.S. 401(k) plan administration, with service activity cited through 2020. The engagement is described in public filings and case material as a recordkeeping contract for the U.S. plan, and the Transamerica Retirement Recordkeeping service was the contractual recordkeeper during that period.
Public filings and subsequent litigation alleged excessive recordkeeping fees and excessive managed-account fees as the primary reported outcome. The factual record identifies fee-related governance and vendor oversight as the central issues raised in those filings.
|
Buyer Intent: Companies Evaluating Transamerica Retirement Recordkeeping
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||