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Dedicated Defined Benefit Services Provides Small Business Retirement Programs for Transamerica

Dedicated Defined Benefit Services, the leading provider of defined benefit plans for 1-5 person companies, announced today that it will provide marketing, sales support and administrative services for small business defined benefit (DB) plans and individual 401(k) plans along with Transamerica’s Variable Annuity and Mutual Fund products. These programs will be available nationwide to financial advisors and plan sponsors. Dedicated Defined Benefit Services has developed an off-the-shelf DB program with a simple, streamlined process for setting up the plans. Defined benefit plans

Transamerica Adds MLP & Energy Income Fund to Its Roster

DENVER, CO – April 30, 2013—Transamerica Funds is pleased to announce the addition of Transamerica MLP & Energy Income to its growing lineup of mutual funds. Transamerica MLP & Energy Income is a transparent and liquid product providing exposure to energy infrastructure master limited partnerships (MLPs), designed to seek long-term capital growth while providing current income. The fund will invest at least 80% of its net assets in the equity and debt securities of energy MLPs, MLP-related entities, energy infrastructure companies and other issuers in the energy sector. Transamerica

Transamerica Asset Management Wins 2013 Lipper Fund Award for Best Mid-Cap Value Fund Over 10 Years

DENVER, CO – March 21, 2013 – Transamerica Asset Management announced today that its Transamerica Small/Mid Cap Value (Class A) fund received the 2013 Lipper Fund Award for Best Mid-Cap Value Fund for the 10-year period. The fund, which opened in 2001, is sub-advised by Systematic Financial Management, LP, and ranked best out of 30 contenders in the Lipper Mid-Cap Value category. The fund’s ranking was based on its ability to provide superior consistency and risk-adjusted returns over a 10-year period against a group of similar funds as of November 30, 2012. The Lipper Awards are part of

Friedman and Corso headline Transamerica's annual Coaching Forum

DENVER – Jan. 24, 2013 – Transamerica’s commitment to bringing distinguished financial professionals together with some of the best minds in the industry continues this spring with the fifth annual Coaching Forum. The invitation-only event will feature tax and policy expert Andy Friedman, sports personality Lee Corso, and a host of experts on a wide range of subjects including retirement planning, investing, economics, business building, health and wellbeing, and psychology. The Coaching Forum will be held in Philadelphia (April 18-19), Atlanta (April 25-26), Chicago (May 9-10) and

TRANSAMERICA FUNDS WINS 13TH DALBAR MUTUAL FUND SERVICE AWARD

DENVER, CO – January 10, 2013 – Transamerica Funds was recently awarded the 2012 DALBAR Mutual Fund Service Award. This marks the 10th consecutive year Transamerica Funds has been recognized by DALBAR for excellence in customer service and the 13th DALBAR award received by Transamerica Funds in the last 17 years. “We are deeply honored to receive our 13th DALBAR Mutual Fund Service Award,” said Dave Paulsen, CEO for Transamerica Capital, Inc. “We pride ourselves in consistently ranking among the industry’s best. A 10th consecutive award is a remarkable achievement and a testament to our

Transamerica Continues to Strengthen Mutual Funds Lineup

Firm Adds Two Strategies: Dividend Focused and International Small Cap ValueDENVER, CO – January 4, 2013 – Following its commitment to provide unique fund offerings from top-tier managers, Transamerica announced the launch of two innovative funds to its lineup today. The funds are Transamerica Dividend Focused, sub-advised by Barrow, Hanley, Mewhinney & Strauss, LLC (BHMS) and Transamerica International Small Cap Value, sub-advised by Thompson, Siegel & Walmsley LLC (TS&W). Dave Paulsen, Chief Executive Officer of Transamerica Capital, Inc., said the new funds were added to bolster

Transamerica Asset Management, Inc. Named as a Lipper Best Money Manager September 2012

DENVER, CO – December 14, 2012 –Transamerica Asset Management, Inc. announced today that nine of its strategies were recipients of the Lipper Best Money Manager Awards across multiple categories and time periods. Transamerica Emerging Markets Debt (Class I ) was ranked second for the four quarters ended September 30, 2012 in the International Fixed Income (All Mandates) and (Emerging Markets) categories out of 166 and 48 peers. For the quarter ended September 30, 2012, Transamerica Emerging Markets Debt (Class I) ranked third in both categories out of 188 and 58 respective peers.

Transamerica Adds Four Mutual Funds to Growing Lineup

DENVER, CO – October 31, 2012 – Furthering its commitment to offering an investments lineup of solutions for all market conditions, Transamerica announced the launch of four innovative mutual funds to its retail lineup today. The four additions are Transamerica Tactical Allocation, Transamerica Tactical Rotation, Transamerica Income & Growth, and Transamerica Enhanced Muni. The two tactical portfolios, Transamerica Tactical Allocation and Transamerica Tactical Rotation, build off the success of the Transamerica Tactical Income fund, which has raised more than $600 million since its

Transamerica Launches Small Cap Growth Fund

Ranger Investment Management, L.P., to Subadvise Growth-Seeking StrategyDENVER – August 31, 2012 – Transamerica expanded its retail fund offerings today by announcing the launch of the Transamerica Small Cap Growth fund, subadvised by Ranger Investment Management, L.P. Dave Paulsen, Chief Executive Officer of Transamerica Capital, Inc., said the launch further represents Transamerica’s commitment to providing investors with unique retail fund offerings from top‐tier managers that are designed to be solutions in all markets. “We understand the demand for solutions that provide an opportunity

Transamerica presents “Retirement Redefined”

Innovative program breaks new ground in the client-advisor relationshipMay 8, 2012 ­– DENVER – More than 10,000 Baby Boomers turn 65 each day, not knowing, amid an ever-changing landscape, what retirement challenges await. Now Transamerica has given financial professionals what they need to help their clients face these challenges. “Retirement Redefined” is a comprehensive program that offers financial professionals the tools to address – in simple language – their clients’ biggest concerns. It centers on six topics – health care, inflation, taxes, working in retirement, market

Transamerica Multi-Manager Alternative Strategies Portfolio marks its fifth anniversary

Fund offers ordinary investors a diversified portfolio of alternative investmentsDENVER, Colorado, January 13, 2012 – Transamerica Multi-Manager Alternative Strategies Portfolio turned five years old on Dec. 28, 2011. On reaching its fifth anniversary, the fund received a four-star rating from Morningstar, Inc. and ranked in the top decile of its category among 105 Multialternative funds. The Transamerica Multi-Manager Alternative Strategies Portfolio (“the fund”) provides classic investors an entry point into alternative investments without the hurdles that usually accompany hedge funds,

Transamerica Hosting Fourth Annual Coaching Forums

Andy Friedman and Moshe Milevsky Featured at 2012 EventsDENVER – November 28, 2011 – There has never been a greater demand for advisors with expertise in a wide array of client concerns. To support these top financial professionals, Transamerica will host the fourth annual Coaching Forums this spring. Each event includes a valuable combination of business-building ideas, educational workshops, motivational speakers and economic insight. “We continue to receive positive feedback from top advisors on the value of this event,” said Dave Paulsen, Chief Executive Officer at Transamerica

Transamerica Funds Offers New Tactical Income Fund

Seeks income, reduced volatility through tactical allocationDENVER – October 31, 2011 – Building on the success of its best-of-breed strategy and its asset allocation product suite, Transamerica Asset Management Group announced the launch of Transamerica Tactical Income (the “Fund”). The Fund will be sub-advised by AEGON USA Investment Management (“AUIM”) and will be available to retail and institutional investors through class A, C and I shares. “One thing we consistently hear from advisors and their clients is the need for income, especially in today’s low-yield market environment,”

Transamerica Funds Targets Growth Opportunities in Emerging Markets

New emerging market debt offers income and capital appreciation potentialDENVER – September 2, 2011 – Continuing its efforts to bring institutional-quality investment management to all investors, Transamerica Asset Management Group announced today the launch of Transamerica Logan Circle Emerging Markets Debt (the “Fund”). The Fund will be sub-advised by Logan Circle Partners, L.P. (“Logan Circle”) and will be available to retail and institutional investors through class A, C, I and I2 shares. “We believe emerging markets debt fills the needs of advisors and their clients for greater

Transamerica’s Variable Annuity Sales Growth Occurring in All Market Cycles

Enhancements in All Areas of Distribution Paying Off as Transamerica Posts Fifth Consecutive Year of VA GrowthAugust 25, 2011, DENVER, COLORADO – Transamerica insurance companies have carved out an enviable position among leading variable annuity providers. Recent industry data compiled by Transamerica reflects that it is the only provider among the top annuity firms to achieve year-over-year sales growth from 2005-2010. The company is on pace to continue this trend in 2011. “One key factor contributing to our steady growth – which has averaged over 21% annually since 2005–is that our

Mainstream Investors Embrace Alternative Strategies

Transamerica Capital, Inc.’s COO Explains How a Mutual Fund Structure Makes Alternatives More AccessibleDENVER, July 13, 2011 – With alternative assets, average investors can now build a portfolio similar to those of institutional and high net worth individuals, allowing them the opportunity to potentially enhance returns and reduce risk. Using a mutual fund structure, they can avoid high investment minimums and limited transparency traditionally associated with alternative investments, says Blake Bostwick, Chief Operating Officer of Transamerica Capital, Inc. “The Great Recession has

Transamerica Capital Management Coaching Forum Attracts More than 1,200 Financial Professionals

Third annual invitation-only program successfully draws top talent who strive to give their clients the best possible service.June 6, 2011, DENVER – The third-annual Coaching Forum presented by Transamerica Capital Management (Transamerica) provided an invaluable experience for more than 1,200 financial professionals across the country. Sessions in Washington, D.C., Orlando, San Diego, and Chicago featured a lineup of notable keynote speakers, from tax and policy expert Andy Friedman of the Washington Update, to financial industry author and speaker Nick Murray, to the inspiration for a

Transamerica Adds Six New Investment Options to Variable Annuity Lineup

New Additions Will Provide Investors With More Flexibility For Their Retirement NeedsDENVER – May 2, 2011 –Transamerica today introduced six new investment options to its variable annuity platform. With the new additions, Transamerica has increased the number of quality and compelling portfolios eligible for use as designated options with Transamerica’s flagship Retirement Income Choice® 1.2 rider. “We are strategically including new investment options and maintaining our rider features as investors seek additional solutions for their retirement needs,” said Dave Paulsen, Chief Sales

Retirement Planning: Baby Boomers Require a New Strategy

Transamerica’s Chief Sales Officer explains how the retirement landscape has changed.DENVER, CO, April 5, 2011 — Dave Paulsen, Chief Sales Officer of Transamerica Capital Management (Transamerica), shares his perspective on how different retirement income planning methods are evolving and the kinds of tools financial professionals will use in order to best meet their Baby Boomer clients’ growing needs for taking income in retirement. “The retirement landscape is unlike anything we’ve ever seen before, with new challenges that are changing the way retirees receive retirement income,” says

Transamerica Fills Chicago Coaching Forum in Record Time – Other Coaching Forum Programs Still Available

Washington DC, Orlando, and San Diego Programs Still Accepting ReservationsDENVER – February 7, 2011 – Transamerica Capital Management’s (Transamerica) third annual Coaching Forums filled its attendance for its Chicago event, May 19-20, in record time. The Coaching Forum’s three other locations remain available, but are filling up fast! Please keep in mind that registration requires specific location pre-approval. Additional locations include: -          Washington, DC: March 24-25 -          Orlando, FL: March 31-April 1 -          San Diego, CA: May 5-6 The Coaching Forums

Transamerica 2011 Coaching Forums to Focus on Elite Professional Performance

New Year, New Motivation: Third Annual Event to Position Financial Professionals for Business SuccessDENVER – January 13, 2010 –Transamerica Capital Management’s third annual Coaching Forums featuring coaching, content and actionable ideas for financial professionals will offer a number of practicable breakout sessions that can be implemented in the New Year. Among the offerings are several sessions that will teach financial professionals how the skills of exceptional athletes can be translated from the field to the boardroom. Through actionable tools proven to manage stress and boost

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