Transamerica originally joined forces with Edward Jones in June 2013. This took the form of a distribution agreement for variable annuities. "We are honored to be included as one of the retirement plan product offerings available to Edward Jones financial advisors and their clients. Throughout our partnership, we have found that our two organizations share a similar focus on helping more Americans save for their long-term goals," said Jason Crane, executive vice president and managing director of retirement sales for Transamerica Retirement Solutions.
"There is an Edward Jones financial advisor in nearly every community. We look forward to the opportunity to serve the corporate retirement plan market with a well-respected financial services organization like Edward Jones."
Seven million clients
Transamerica Retirement Solutions Corporation currently helps more than three million people prepare for retirement, and is a leading provider of retirement plan solutions to U.S. employers and their employees. Edward Jones has nearly 14,000 financial advisors across the nation and serves nearly seven million clients.
"At Edward Jones, we are focused on working one-on-one with individual investors as they prepare for their long-term financial needs," said Jamie Ohl, Principal Retirement Products. "We look forward to working with Transamerica to serve the retirement needs of small business owners and their employees throughout the U.S."
