Home > 401K Directory > Ascension Healthcare 401k Retirement Savings Plan > Form 5500. ... Transamerica Retirement Solutions: Prudential: Claims processing, Recordkeeping and information management (computing, tabulating, data processing, etc. Joe Herron is your retirement planning consultant for these locations. Transamerica Retirement Solutions is affiliated with TISC, but is not affiliated with Ascension Health. Transamerica. Retirement Advisor at Transamerica Greater Minneapolis-St. Paul Area 54 connections. We’ll email you the document(s) you’ve requested. How to avoid keeping your eggs in one basket. Gain a holistic perspective, go beyond the numbers, and see how each step today can make a difference tomorrow. Maximize your match by contributing enough to get the full employer match amount and by spreading your contributions throughout the entire calendar year. Investments selected with the use of Models may perform differently than expected as a result of the design of the Model, inputs into the Model, or other factors. ... Ascension Health 403(b) Retirement Savings Plan. The tax-deferred account may be a 401(k) plan, your individual retirement account (IRA), profit sharing plan, or other tax-deferred savings account. Transamerica can help you keep your retirement savings strategy on course, so you can respond to life's financial transitions. Transamerica. Alan Molnar is your retirement planning consultant for this location. Douglas Smith is your retirement planning consultant for this location. Please contact Mark Murray, Director of Retirement Planning Consultants, regarding feedback on your local Transamerica onsite Retirement Planning Consultant at [email protected] David Tritt is your retirement planning consultant for these locations. Transamerica Funds offers a Mutual Fund Custodial Account as defined under section 403(b)(7) of the Internal Revenue Code. If you don't see "Beneficiaries" from your online account, please contact your plan administrator. You work hard to secure a brighter financial future for your family. Transamerica Retirement Solutions issuing a detailed summary of the new CARES Act to help retirement plan customers and their financial professionals navigate the new legislation. Mortality assumptions are based on the Society of Actuaries tables. Home > 401K Directory > Ascension Healthcare 401k Retirement Savings Plan > Form 5500. Want to make a difference over the long haul? As part of the integration efforts with Ascension Living, eligible associates of Ascension Living –Chicago will be able to participate in the Ascension Healthcare Retirement Savings Program effective January 1, 2019. Ascension Health d/b/a Ascension Healthcare Plan Rating. Models may incorrectly forecast future behavior or produce unexpected results resulting in losses. Transamerica Retirement Solutions and TRA are affiliated companies. Report this profile; Experience. Create an online account to manage your retirement plan. Randy Kensinger is your retirement planning consultant for these locations. The IRS requires these distributions from certain retirement accounts annually when you reach 72 years old. Welcome to the Transamerica Website for the Ascension Health Retirement Savings Program. Additionally, Models have inherent risks. Your Results Generally, if you withdraw funds from a tax-deferred retirement account and have not reached age 59 1/2, your withdrawal will be subject to a 10% penalty on the amount withdrawn. From navigating financial decisions today to creating a smart strategy for tomorrow, your onsite Retirement Planning Consultant (RPC) can help. The role of the onsite Retirement Planning Consultant is to assist you with your retirement plan. Brad Watts is your retirement planning consultant for this location. Our singular goal is to help you meet your goals—both to and throughout retirement—with automated tools, solutions, and services that evolve to meet your changing needs. An IRA account number is required before the rollover can be processed. Randal Hagen is your retirement planning consultant for this location. You'll receive notices of new statements, plan documents, and important account alerts through your email. Unless you choose otherwise or your employer supplies different information, the probability illustrations assume retirement at the age at which you qualify for full Social Security benefits and an annual retirement income goal of 80% of your projected final working salary. By clicking Submit, you agree to receive future emails from Transamerica, as described in our. 6 years. As much as we'd all like to live forever (in good health, of course), it's important to plan for the future. See how your retirement plan can be a helpful tool for investing for your future. Transamerica ® Retirement Solutions is expertly focused on providing retirement plans of all types to organizations of all sizes. Transamerica Retirement Solutions, is a recently renamed full service retirement firm formed via the mergers of several “AEGON” companies including Transamerica Retirement Services, The Employer Solutions and Pensions Group of Transamerica, Clark Consulting and Diversified Investment Advisors. Lisa O'Neil is your retirement planning consultant for this location. Daughters of Charity Services of New Orleans. Learn strategies for maximizing this benefit. See how small changes can make a big impact. All Transamerica companies are affiliated, but are not affiliated with your employer. To see if consolidation is right for you, call 855-712-0562 or schedule a free phone consultation. USERNAME: PASSWORD: New user? Read More. Learn about the key planning areas to consider. Retirement doesn't have to be about "winding down." If your plan allows, you can consider updating your contribution rate, the money set aside each paycheck for your retirement. When it comes to your finances, sometimes it's nice to talk to a professional. Ascension Health 401(k) Retirement … Travis Bashore is your retirement planning consultant for this location. IMPORTANT INFORMATION: About Probability Illustrations, Limitations, and Key Assumptions. Our Products & Services. Anthony Tavoletti is your retirement planning consultant for these locations. Log in and get going. About Transamerica; Bookmark this Site; Sign In. You can make a difference in the lives of Ascension caregivers. Transamerica companies are part of the worldwide group of Aegon companies. Gain a holistic perspective, go beyond the numbers, and see how each step today can make a difference tomorrow. If you are interested in the Rollover IRA option through Transamerica, call (866) 691-0030 to learn more and to establish an account. Ricardo Guerrero is your retirement planning consultant for these locations. Cole Welsh is your retirement planning consultant for this location. Kris Green is your retirement planning consultant for these locations. It oversees $6 billion in assets under management among its 84,230 customer accounts, making it one of the largest firms in the country by assets under management. Transamerica has licensed the Morningstar® Wealth Forecasting EngineSM from Morningstar, Inc., which is used by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc, in the services it provides to participants. When the trust terminates, the remaining principal goes to Ascension St. Vincent Foundation as a lump sum. Saints Mary and Elizabeth Medical Center Chicago. Consider moving your account from a former employer to your Transamerica plan. ...The program consists of the following plans: A 403(b) plan, offered in not-for-profit health ministries, and a 401(k) plan, offered in for-profit locations, which provide for your before-tax contributions. The Your Retirement Outlook® graphic reflects the difference between the model’s estimated annual income (which corresponds to a 70% probability level of income in the investment scenarios simulated) and your annual income goal. Your health ministry may provide an employer matching contribution to eligible associates. Call us at 877-346-7284. If you’re the beneficiary of an inherited IRA, determine the required minimum distribution (RMD). Yvette Turnbaugh is your retirement planning consultant for this location. Want to see your retirement assets in one place? Discover what it will take to reach your savings goals. Think twice before draining your retirement savings. Some plans require you to change beneficiaries offline. My Transamerica Retirement Account. Ministry Service Center, St. Vincent Health. Linda Bowen is your retirement planning consultant for this location. Health Details: Welcome to the Transamerica Website for the Ascension Health Retirement Savings Program. See how changing your payroll deductions could impact your take home pay. Dale Polka is your retirement planning consultant for this location. The Resource Group Our customer care team is available Monday through Friday, 8 a.m. – 9 p.m. Gloria Russell is your retirement planning consultant for these locations. System Office Ministry Wide Functions. Returns associated with market extremes may occur more frequently than assumed in the Models. Find out if it's enough to reach your goals. Forecasts of expected return, expected standard deviation and correlation among asset classes based on Morningstar Investment Management LLC's proprietary equity, fixed income, currency and risk models. You can contact us in two ways: By Phone Find the phone number for your customer service center. Moving old retirement accounts to your Transamerica plan can make it easier to manage your assets. Get to know important areas of this site. Steps to pursue a healthier, wealthier you. There are no additional charges for meeting with your onsite Retirement Planning Consultant, who is a registered representative with Transamerica Investors Securities Corporation (TISC), 440 Mamaroneck Avenue, Harrison, NY 10528. The key elements of your financial picture. The role of the onsite Retirement Planning Consultant is to assist you with your retirement plan. This service is available at no cost. Register for a live webinar with your Retirement Planning Consultant to learn more. You'll experience simple navigation, easy account access, and superior tools and resources from Transamerica, our recordkeeper for the Retirement Savings Program. Click this link and enter TT080214 in the first field and 00001 in the second field. If you haven't joined the plan, you can start here. Health Details: The role of the onsite Retirement Planning Consultant is to assist you with your retirement plan.There are no additional charges for meeting with your onsite Retirement Planning Consultant, who is a registered representative with Transamerica Investors Securities Corporation (TISC), 440 Mamaroneck Avenue, Harrison, NY 10528. ascension … Transamerica Retirement Solutions is the recordkeeper for the Ascension Healthcare Retirement Savings Program. It is a privilege to employ veterans, U.S. Armed Forces members and their spouses by matching their talents to the needs of our communities. Yvette Turnbaugh is your retirement planning consultant for these locations. The illustrations are generated according to models developed by Morningstar Investment Management LLC, a leading independent provider of asset allocation, manager selection, and portfolio construction. For associates employed by the following ministries, please contact the onsite Retirement Planning Consultant for the location where you are assigned to work: Ascension Information Services Leveraging expertise honed by more than 75 years in business, we serve: more than four million retirement plan participants*. Claudia Nybo is your retirement planning consultant for this location. Donna Morris is your retirement planning consultant for these locations. How historical market swings have played out. A dedicated Transamerica Retirement Planning Consultant can help you navigate financial decisions through any life event — because while retirement may be the ultimate goal, the decisions you make along the way can determine your ability to retire when and how you want. There is no guarantee that your income goal will be achieved or that the aggregate accumulated amount will ensure a specified annual retirement income. Determine your required minimum distribution (RMD). References to Transamerica on this site apply to an individual company or collectively to these and other Transamerica companies. Whether you are just beginning your career, or you're nearing retirement, Transamerica provides educational webinars -- hosted by your onsite RPCs -- designed to help you stay informed during every step of your journey. These days, getting financially fit and preparing for retirement is up to each and every one of us. When forecasting the probability of achieving your income goal, the model employs different returns for different asset classes, based on Morningstar Investment Management’s capital market assumptions developed using historical and forward-looking data. Use this calculator for a quick estimate. The Transamerica site for the Ascension Health Retirement Savings Program— ahtransitions.trsretire.com —is your new online home for retirement plan information during this transition period. Securities offered by Transamerica Investors Securities Corporation (TISC), 440 Mamaroneck Avenue, Harrison, NY 10528. The arrangement will see Ascension, which acquired Wheaton’s healthcare operations in 2016, guarantee payment of the first $29.5 million paid under the Wheaton pension plan if it can’t cover the payments itself. Sanel Duranovic is your retirement planning consultant for these locations. Current assets are assigned to asset classes based on Morningstar Categories, and fees and charges inherent in investing are incorporated with an average fee assumption for each asset class. Investment advisory services are offered through Transamerica Retirement Advisors, LLC (TRA), registered investment advisor. Our singular goal is to help you meet your goals—both to and throughout retirement—with automated tools, solutions, and services that evolve to meet your changing needs. Transamerica Retirement Advisors, LLC is a financial advisory company that has its headquarters in Kalamazoo, Michigan. The probability illustrations also assume a consistent contribution percentage and asset allocation (no future changes or rebalancing unless you are subscribed to a managed account or a target date asset allocation service), annual inflation of approximately 2%, and annual salary increases based on a calculation that incorporates multiple factors including a salary growth curve and inflation. Securities offered through TISC. Trecia Scribner is your retirement planning consultant for this location. ... Transamerica Retirement Solutions: Claims processing, Recordkeeping and information management (computing, tabulating, data processing, etc. ET. Stay current with the week's financial headlines. Jill Kelley is your retirement planning consultant for these locations. Help loved ones avoid headaches and stress. This site provides access to your Ascension Health Retirement Savings Program accounts and to retirement planning tools and resources from Transamerica Retirement Solutions, the recordkeeper for the program. Find out how it can impact your investments. Daughters of Charity Services of Arkansas. Cole Welsh is your retirement planning consultant for these locations. Important information about consolidation: Transfer specialists are registered representatives of Transamerica Investors Securities Corporation (TISC). 4-5 Your new Ascension Healthcare Retirement Program at a Glance 6-8 Investment options in the Ascension Healthcare Retirement Program 9 Key dates to remember: 2018–2019 10 About Transamerica 11 Investment disclosures A look inside Estimate how long your retirement savings may last. transamerica retirement ascension health PT-11437© 2013 Transamerica Retirement Solutions Corporation. The benchmarks used for modeling the various asset classes are below. The Model does not consider other asset classes such as hedge funds or private equity, which may have characteristics similar or superior to those used in the Model. _____ AN IRA OFFERED THROUGH Transamerica (Minimum rollover amount is $20,000). Thus you should monitor your account regularly and base your investment decisions on your time horizon, risk tolerance, and personal financial situation, as well as on the information in the prospectuses for investments you consider. Kevin Breckenfelder is your retirement planning consultant for these locations. Marc Goodner is your retirement planning consultant for these locations. Read More. Enroll or set up an online account, see how your investments are doing, and manage your retirement account. Contact your onsite RPC to find out the specific employer match details for your location. The probability illustrations generated from the engine are based on “Monte Carlo” simulations of 500 possible investment scenarios for a given time period and assume a range of possible returns. Be sure to consider whether such a transfer changes any features or benefits that may be important to you. Review the fees and expenses you pay, including any charges associated with transferring your account, to see if consolidating your accounts could help reduce your costs. Ben Alivio is your retirement planning consultant for this location. Medxcel Facilities Managementx Explore retirement issues unique to women. Log in to see the summary. Alexian Brothers Medical Center Elk Grove Village. Kris Green is your retirement planning consultant for this location. ASCENSION HEALTHCARE RETIREMENT SAVINGS PROGRAM WEBINAR LINE UP: The Managed Advice® service is offered through Transamerica Retirement Advisors, LLC (TRA), an SEC registered investment advisor. Risa LaMontagne is your retirement planning consultant for these locations. Edward (Rusty) Gross is your retirement planning consultant for this location. A quick and easy guide to using your account. Catalina Berry, Director of Community Outreach for DCSSA, worked with … The program consists of the following plans: Ricardo Guerrero is your retirement planning consultant for this location. Find more information about your plan's investments, associated fees and documents. Log in and take a minute to choose, review, or update your beneficiaries. If you are or will be age 50 by December 31, 2020, a catch-up provision limit allows you to contribute an additional $6,500 in 2020. About 200 bags were put together by at an event coordinated and sponsored by Transamerica Retirement Solutions, an Ascension vendor, as part of its Client Conference in San Antonio. You may contribute up to $19,500 in 2020. You’ll find quick financial lessons on a variety of topics — all designed to help you live your best financial life. commitment to help you achieve a healthier, more secure retirement. Welcome to your online resource for details about your retirement plan merger. If you're gearing up for retirement, we have tools and resources specifically for you. Ascension is working to keep our communities healthy during this time and prevent the spread of infection while continuing to care for those who need us most. If incorrect data is entered into even a well-founded Model, the resulting information will be incorrect. Jumpstart your fiscal fitness in our new Financial Wellness Center. It has offices in five locations and a total of 415 employees. Return assumptions are updated annually; these updates may have a material impact on your projections. Get tips for building a strong foundation. How much could you receive from Social Security? If spousal consent is not provided, then in accordance with the terms and provisions of the plan and under the current law, spousal consent is not required for payment of the requested benefit. Ascension Health Retirement Program. Ascension has been named a 2021 Military Friendly® Employer by Military Friendly®. PLEASE REVIEW IT CAREFULLY. Iowa State University. Take control of your account by signing up for e-documents. To learn how, call 800-275-8714 or schedule a free phone consultation with us. Schedule a phone appointment today. The success of using Models depends on numerous factors, including the validity, accuracy and completeness of the Model’s development, implementation and maintenance, the Model’s assumptions, factors, algorithms and methodologies, and the accuracy and reliability of the supplied historical or other data. commissions for meeting with your onsite Retirement Planning Consultant, who is a registered representative with Transamerica Investors Securities Corporation (TISC), 440 Mamaroneck Avenue, Harrison, NY 10528. Morningstar and Morningstar Investment Management are not affiliated with Transamerica. By clicking Submit, you can make a big impact match amount and by spreading contributions. 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