Employer Information

Contribution forms. Employers fill out a monthly contribution form, which gives information such as hours and earnings for their employees.  This file is formatted for uploading to the Transamerica website.
Download a monthly contribution report sheet (Excel).

Adoption Agreement. Employer wishes to permit its employees not covered under a collective bargaining agreement to participate in a tax qualified plan under Section 401(k) of the International Revenue Code, which permits employees to make voluntary contributions through payroll deductions authorized by the Employee and made through the Employer.
Download the Adoption Agreement Form.

Request enrollment kits. Enrollment kits contain all the necessary forms and information to enroll your employees in the Plan.
Fill out this form to request enrollment kits for your employees.