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How the Transamerica Netchex integration works. The Netchex integration with Transamerica uses open API and webhook technology to enable a two-way data exchange between the two platforms. 401(k) enrollment, contribution changes, eligibility tracking, and loan management sync automatically, which eliminates manual retirement plan data transfers and helps employers keep payroll deductions accurate and timely. * 401(k) enrollment and contribution elections flow between Netchex and Transamerica without manual re-entry. * Eligibility tracking stays consistent across both systems as employees become eligible for the plan. * Loan management and payroll deductions sync automatically, helping employers maintain compliance with retirement plan regulations. Why Netchex is the best payroll and HR solution for companies that use Transamerica. Companies already working with Transamerica don't need to choose between a strong retirement plan provider and a strong payroll and HR platform. The Transamerica Netchex integration means your team gets accurate, automatic data sync instead of juggling spreadsheets or re-keying contribution changes every pay period. Beyond the integration itself, Netchex is built to be the strongest payroll and HR partner for companies like yours. Netchex is ranked #1 on G2 for service, with a 98% customer satisfaction score and 90% of support calls answered by a real, US-based person in under a minute. That's the difference between a vendor that just connects to Transamerica and a partner that actually backs up the connection. That combination of dependable technology and unmatched service is why the average Netchex customer stays for 10 or more years, and why companies running Transamerica retirement plans choose Netchex as their payroll and HR system of record. Frequently asked questions. Ready to see how Netchex works with Transamerica? See how Netchex syncs your Transamerica retirement plan data automatically, in a live walkthrough with its team. This page reflects publicly available information about Transamerica as of 2026. Integration availability may vary by plan. Contact Netchex for current details. Disclaimer: Any product roadmap or future plans provided herein are for informational purposes only. They do not represent a commitment to deliver any material, code, feature, or functionality. Plans may change without notification. The development, release and timing of any features or functionality described remain at the sole discretion of Netchex, its affiliates, and partners. Netchex does not give legal, tax, or accounting advice. You are responsible for ensuring your use of Netchex product meets your individual business and compliance requirements. Netchex'll send you a nice letter once per week.

Transamerica CIO sees economic resilience behind the noise. Yorks delivers keynote address at CBJ's Mid-Year Economic Review luncheon Transamerica chief investment officer Andrew Yorks delivers the keynote address at the CBJ's Mid-Year Economic Review June 11 in Cedar Rapids. CREDIT ALEXANDRA OLSEN Pervasive headlines about the state of the economy are much worse than the underlying data warrants, according to Transamerica chief investment officer Andrew Yorks. Mr. Yorks, who was named Transamerica's CIO in October 2025, delivered the keynote address to about 300 guests at the CBJ's Mid-Year Economic Review June 11 at the DoubleTree by Hilton Hotel Cedar Rapids Convention Complex. His speech was followed by a... Want to read more? Get immediate, unlimited access to all subscriber content and much more.

Edward Jones steps up Retirement Plan game with new partners, products. Firm broadening its workplace retirement plan offerings with new recordkeeping and retirement plan solutions from J.P. Morgan Asset Management and T. Rowe Price, while also enhancing capabilities through existing provider relationships June 15, 2026 Edward Jones today announced a significant expansion of its workplace retirement plan capabilities by adding new retirement plan product partners in J.P. Morgan Asset Management and later this year T. Rowe Price - and also announced expanded product offerings from some long-standing partners. The new product partners and solutions are designed to help business owners and their employees improve long-term financial fulfillment. Edward Jones said in a press release today it offers a high-quality and highly selective suite of retirement plan solutions backed by a rigorous due diligence process to support businesses of all sizes and their employees. "Employers' needs differ, and no single provider fits every scenario. Edward Jones' approach offers high-quality capabilities from established recordkeepers while maintaining flexibility and choice for clients," said Katherine Roy, Principal, Workplace and Retirement Solutions at Edward Jones. "Clients can benefit from personalized service from a local financial advisor, supported by the strength and fiduciary discipline of a registered investment advisor (RIA) ranked No. 249 on the Fortune 500, which is why we believe business owners trust Edward Jones with their workplace retirement plans." Edward Jones partners with ADP, Capital Group, Empower, Manulife John Hancock Retirement, Paychex, Principal, Transamerica, Nationwide and Voya - both added earlier in 2026 - and the two newest additions, J.P. Morgan Asset Management and T. Rowe Price for workplace retirement plans. J.P. Morgan Asset Management has worked with Edward Jones as a product partner since 2013 and ranks No. 1 for the firm's net mutual fund sales for eight consecutive years. In June 2026, the relationship has expanded to include full-service recordkeeping solutions for start-ups and small businesses through Everyday 401(k) by J.P. Morgan. T. Rowe Price is one of the leading providers of retirement plans in the U.S., serving over two million participants as of September 2025. T. Rowe Price offers clients of all sizes an integrated recordkeeping system. T. Rowe Price products will roll out to Edward Jones financial advisors in late 2026. Edward Jones has also expanded offerings with long-standing product partners: * Manulife John Hancock Retirement's FutureStep - now available to all Edward Jones clients - combines a dynamic digital retirement plan experience with Manulife John Hancock's sales and service strength to help business owners expand their company benefits and work towards delivering better outcomes for their employees. * Transamerica's Advisor Series (NAV) - targeted to plans greater than $10M - will expand capabilities for financial advisors, enabling them to support more complex plans within one integrated platform. * Capital Group's SIMPLE IRA Plus - Capital Group's enhanced digital retirement solution will be available to Edward Jones clients in 2027, offering small businesses and startups streamlined onboarding as well as the option for Roth contributions. SIMPLE IRA Plus provides the benefits and convenience of 401(k) plan features, backed by Capital Group's investment capabilities, competitive pricing and reputation for high-quality service. * Empower's Pre-Packaged Retirement Plan (PREP) - launched with Edward Jones in April 2026 - simplifies implementation and improves efficiency for plan sponsors and advisors, adding to a suite of PREP products offered through Capital Group, Manulife John Hancock and Transamerica. Additionally, Addition Wealth - now available alongside all retirement plan offerings - helps employers provide differentiated benefits to their employees, including accessible financial education. The digital financial engagement platform, which is part of Edward Jones Ventures' portfolio, empowers employees to make confident financial decisions. Enabling financial advisors. To better enable financial advisors to serve business owners with workplace retirement plans, Edward Jones has expanded support for financial advisors, including dedicated workplace retirement plan consultants, team-based coverage for complex businesses and acumen building. The firm has also invested in Brillian through Edward Jones Ventures. Brillian equips financial advisors with business valuation and performance insights that help business owners integrate their companies into comprehensive financial planning. Select Edward Jones financial advisors are using Brillian in their practices today, with plans for all financial advisors to gain access in early 2027. Supporting small business. Edward Jones Financial Futures program helped small businesses access $2.9 million in 2025. One effort within the Financial Futures program, the Main Street Initiative - in collaboration with the Small Business Empowerment Center and New Leaf Climate - supports small business owners that help make its communities healthy, safe and strong by providing $30,000 grants that amplify their impact to their community and their retirement. * The Main Street Initiative is expected to deliver over $1.5M in grants to small business owners across the country by the end of 2026. * Recent grantees on average dedicated 17.7% of the grant for retirement, which they said helped to remove the temptation to redirect money to other business expenses and encouraged long-term retirement planning. * 88% of grantees reported their perspective on retirement changed for the better, saying that retirement seemed more possible with intentional and active retirement planning. Grantees also reported exploring retirement plan options like 401(k)s for their staffs. "By pairing grant funding with hands-on mentoring and intentional retirement planning, we're helping small business owners strengthen their impact today while working towards long-term financial security for themselves, their employees and the communities they serve," said Laci Graul, financial advisor at Edward Jones. St. Louis-based Edward Jones has more than 20,000 financial advisors serving over 9 million clients, with $2.4 trillion in client assets under care as of March 27, 2026. Edward Jones financial advisors in the U.S. serve over 263,000 workplace retirement plans with $106.9 billion in assets under care for more than 1.3 million plan participants.