Learn strategies for maximizing this benefit. Transamerica is the service provider for the Ascension Health 401(k) Retirement Savings Plan, and we are a nationally recognized leader with more than 50 years' experience managing retirement plans. 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. Transamerica Retirement Advisors, LLC is a financial advisory company that has its headquarters in Kalamazoo, Michigan. Iowa State University. You work hard to secure a brighter financial future for your family. Kris Green is your retirement planning consultant for these locations. ... Transamerica Retirement Solutions: Claims processing, Recordkeeping and information management (computing, tabulating, data processing, etc. Ascension Healthcare 403(b) Retirement Savings Plan, Ascension Healthcare 401(k) Retirement Savings Plan, Ascension Healthcare Employer Contribution Account. Read More. David Tritt is your retirement planning consultant for this location. Consider adding Roth contributions to your retirement account in 2021! Let’s work together to keep it safe. Lisa O'Neil is your retirement planning consultant for this location. PLEASE REVIEW IT CAREFULLY. Some asset classes have relatively limited histories; for these classes the Models use historical data for shorter time periods. Edward (Rusty) Gross is your retirement planning consultant for this location. If you have an online account, please have your login information available. Transamerica. How historical market swings have played out. Maximize your match by contributing enough to get the full employer match amount and by spreading your contributions throughout the entire calendar year. Randy Kensinger is your retirement planning consultant for these locations. You'll experience simple navigation, easy account access, and superior tools and resources from Transamerica, our recordkeeper for the Retirement Savings Program. Kevin Breckenfelder is your retirement planning consultant for these locations. Return assumptions are estimates not guarantees. Ascension has been named a 2021 Military Friendly® Employer by Military Friendly®. Get Started. Our customer care team is available Monday through Friday, 8 a.m. – 9 p.m. A quick and easy guide to using your account. Be sure to consider whether such a transfer changes any features or benefits that may be important to you. Ascension Health 401(k) Retirement Savings Plan - TT080214. The program consists of the following plans: Ascension Health 401(k) Retirement … Jill Kelley is your retirement planning consultant for these locations. IMPORTANT INFORMATION: About Probability Illustrations, Limitations, and Key Assumptions. You can contact us in two ways: By Phone Find the phone number for your customer service center. Discover what it will take to reach your savings goals. See how much is invested in your account. The Morningstar name and logo are registered marks of Morningstar, Inc. Douglas Smith is your retirement planning consultant for this location. Health Details: Welcome to the Transamerica Website for the Ascension Health Retirement Savings Program. Results may vary with each use and over time. ... Transamerica Retirement Solutions: Prudential: Claims processing, Recordkeeping and information management (computing, tabulating, data processing, etc. Important information about consolidation: Transfer specialists are registered representatives of Transamerica Investors Securities Corporation (TISC). The role of the onsite Retirement Planning Consultant is to assist you with your retirement plan. Take control of your account by signing up for e-documents. 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. This site provides access to your Ascension Healthcare Retirement Savings Program accounts and to retirement planning tools and resources from Transamerica Retirement Solutions, the recordkeeper for the program. 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. Additionally, Models have inherent risks. See how your retirement plan can be a helpful tool for investing for your future. 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. 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. Gain a holistic perspective, go beyond the numbers, and see how each step today can make a difference tomorrow. Leveraging expertise honed by more than 75 years in business, we serve: more than four million retirement plan participants*. Your health ministry may provide an employer matching contribution to eligible associates. 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. Models may incorrectly forecast future behavior or produce unexpected results resulting in losses. Some plans require you to change beneficiaries offline. Ministry Service Center, St. Vincent Health. Medidas para una buena jubilación cómoda. 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. You cannot invest directly in an index. 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. Brice Davis is your retirement planning consultant for this location. Transamerica. Trecia Scribner is your retirement planning consultant for this location. Transamerica is the service provider for the Ascension Health 401(k) Retirement Savings Plan, and we are a nationally recognized leader with more than 50 years' experience managing retirement plans. Call us at 877-346-7284. Find a location. Retirement doesn't have to be about "winding down." 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. Securities offered through TISC. Ascension Health Retirement Program. Find more information about your plan's investments, associated fees and documents. Click this link and enter TT080214 in the first field and 00001 in the second field. Retirement Advisor at Transamerica Greater Minneapolis-St. Paul Area 54 connections. The role of the onsite Retirement Planning Consultant is to assist you with your retirement plan. Descubra cómo aborda el riesgo de invesión. Donna Morris is your retirement planning consultant for these locations. The IRS requires these distributions from certain retirement accounts annually when you reach 72 years old. OnTrack is only available for certain plans. 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. Welcome to the Transamerica Website for the Ascension Healthcare Retirement Savings Program. Investment advisory services are offered through Transamerica Retirement Advisors, LLC (TRA), registered investment advisor. By Email Complete this form to send us your questions or comments. Claudia Nybo is your retirement planning consultant for this location. Consider moving your account from a former employer to your Transamerica plan. A Roth account is funded with after-tax dollars and offers distinct advantages as you create your retirement strategy. Join to Connect. Greg Lewis is your retirement planning consultant for this location. Report this profile; Experience. Gloria Russell is your retirement planning consultant for these locations. Securities offered by Transamerica Investors Securities Corporation (TISC), 440 Mamaroneck Avenue, Harrison, NY 10528. As much as we'd all like to live forever (in good health, of course), it's important to plan for the future. Explore retirement issues unique to women. Think twice before draining your retirement savings. Hear from Chief Investment Officer Tom Wald. The fee is waived if the total value of the retirement account(s) is more than $50,000. About Transamerica; Bookmark this Site; Sign In. Jonathan Robinson is your retirement planning consultant for these locations. Use this calculator for a quick estimate. If you're gearing up for retirement, we have tools and resources specifically for you. Ben Alivio is your retirement planning consultant for this location. How much could you receive from Social Security? IMPORTANT: The projections or other information generated by the engine regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. System Office Ministry Wide Functions. Get to know important areas of this site. All ERs at Ascension hospitals are open 24/7 to care for major illnesses and injury. 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. USERNAME: PASSWORD: New user? ... Ascension Health 403(b) Retirement Savings Plan. Log in and get going. Yvette Turnbaugh is your retirement planning consultant for these locations. Transamerica Retirement Solutions is committed to providing you with high quality customer service and fast, friendly, and informative responses to your inquiries. Travis Bashore is your retirement planning consultant for this location. transamerica retirement ascension health 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. When it comes to your finances, sometimes it's nice to talk to a professional. This request is in compliance with plan provisions. Health Details: Ascension Health is the largest health system in the world based upon the Catholic faith. Latest insights on COVID-19 and the markets. By signing below, I hereby authorize Transamerica to process the distribution described in this form. There is no guarantee that your income goal will be achieved or that the aggregate accumulated amount will ensure a specified annual retirement income. 6 years. All Transamerica companies identified are affiliated, but are not affiliated with Ascension Healthcare. Anthony Tavoletti is your retirement planning consultant for these locations. 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. Schedule a phone appointment today. Ricardo Guerrero 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. 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. Jumpstart your fiscal fitness in our new Financial Wellness Center. This service is available at no cost. How to avoid keeping your eggs in one basket. Estimate how long your retirement savings may last. Alexian Brothers Behaviorial Health Hospital, St. Alexius Medical Center Hoffman Estates. Saints Mary and Elizabeth Medical Center Chicago. Yvette Turnbaugh is your retirement planning consultant for this location. 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. ... Retirement accounts are subject to a Custodial Fee of $15 per fund annually, with a maximum fee of $30 per Social Security number. 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. 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. Stay current with the week's financial headlines. An IRA account number is required before the rollover can be processed. There are no additional charges for meeting with your Retirement Planning Consultant, who is a registered representative with Transamerica Investors Securities Corporation (TISC), member FINRA, 440 Mamaronek Avenue, Harrison, NY 10528, and registered investment advisor of Transamerica Retirement Advisors, LLC (TRA), Registered Investment Advisor. Return assumptions are updated annually; these updates may have a material impact on your projections. Get a sense of your financial health with these easy-to-use calculators. 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. Contact your onsite RPC to find out the specific employer match details for your location. Cole Welsh is your retirement planning consultant for these locations. Ricardo Guerrero is your retirement planning consultant for this location. Yvette Turnbaugh is your retirement planning consultant for these locations. If you’re the beneficiary of an inherited IRA, determine the required minimum distribution (RMD). Sanel Duranovic is your retirement planning consultant for these locations. The best part? By clicking Submit, you agree to receive future emails from Transamerica, as described in our. Moving old retirement accounts to your Transamerica plan can make it easier to manage your assets. Home > 401K Directory > Ascension Healthcare 401k Retirement Savings Plan > Form 5500. Our focus on group benefits, health & wellness, and group retirement solutions provides us with the ability to create significant value for our clients while creating beneficial and lasting relationships. Kris Green is your retirement planning consultant for this location. ...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. Ascension Health d/b/a Ascension Healthcare Plan Rating. Randal Hagen is your retirement planning consultant for this location. The Resource Group 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 … Features or Benefits that may be important to you alan Molnar is your retirement plan can be a helpful for. 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