My TRSRetire

Platform: iPhone & iPad

Category: Finance

Version: 5.0.6

Downloads: 15K

Price: Free

160 Reviews


On other platforms:

Similar Android

App Icon
by Transamerica
Reviews: 525
FREE

App description:

The My TRSRetire app is the retirement planning tool you need to manage your 401(k), 403(b), or 457 plan more effectively, no matter where you are. We’ve redesigned the app to not only provide a world-class user experience but give you access to tools and resources that can increase your chances to achieve a well-funded retirement. Use this app to sign into your Transamerica employer-sponsored retirement plan and:

• Obtain your current balance and rate of return.
• Know Your Retirement OutlookSM—a personalized assessment of whether your current strategy has you on course toward achieving your retirement income goal.
• Use our powerful OnTrack® tool to learn how increasing your savings rate, changing your investment strategy, or updating your retirement goals might serve to brighten your retirement.
• Take action to potentially improve your forecast, immediately and right from the app itself.
• Conduct transactions, such as managing your contribution rate (includes multiple sources and divisions, automatic annual increases, and catch-up contributions) and investment allocations (includes rebalancing your current portfolio and updating how future contributions will be allocated).
• View your account’s transaction history, outstanding loan information, and more! *

View the app’s Terms and Conditions –https://www.transamerica.com/individual/terms-of-use/

Important: The projections or other information generated by the OnTrack® tool regarding the likelihood of various investment outcomes are hypothetical, do not reflect actual investment results, and are not guarantees of future results. Results derived from the OnTrack® tool may vary with each use and over time. Please visit your plan website for more information regarding the criteria and methodology used, the tool’s limitations and key assumptions, and other important information.

About Probability Illustrations, Limitations, and Key Assumptions - https://goo.gl/vM1buO

•Some services and features may not be available on certain plans.


TAG: app, iPhone & iPad,Finance


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