Transamerica Retirement Services Receives 38 “Best in Class” Ratings in Chatham Partners’ Post-Conversion Customer Satisfaction Survey

Plan sponsors give “Best in Class” ratings for Transamerica’s project managers and overall conversion management

LOS ANGELES--(BUSINESS WIRE)--Transamerica Retirement Services announced today that it has received 38 “Best in Class” ratings by retirement plan sponsors in Chatham Partners’ second quarter post-conversion customer satisfaction survey. The survey measures the overall quality and management of Transamerica’s plan installation process according to the first-hand experiences of retirement plan sponsors.

“Transamerica is focused on helping people retire with confidence, and Chatham Partners’ survey of plan sponsors helps us fine-tune the services we provide. With the survey, we continuously monitor key drivers of satisfaction, which help us deliver a ‘best in class’ experience during the first stages with new clients”

“Transamerica is focused on helping people retire with confidence, and Chatham Partners’ survey of plan sponsors helps us fine-tune the services we provide. With the survey, we continuously monitor key drivers of satisfaction, which help us deliver a ‘best in class’ experience during the first stages with new clients,” said Stig Nybo, president of Transamerica Retirement Services. “We are pleased that our newest clients continue to give Transamerica high praise for exceeding their expectations.”

The Chatham Partners’ post-conversion survey is integral to Transamerica’s efforts to consistently monitor its plan installations as part of its process for continuous advancement. The survey respondents manage the retirement plans of small- and mid-sized U.S. businesses.

Transamerica received “Best in Class” ratings from retirement plan sponsors in the following areas:

Overall Impressions of Transamerica Provides high quality service Is easy to do business with Fee structures are competitive Treats me as an important client Is flexible in meeting my unique needs Provides good value for the money Would recommend to others Offers innovative solutions Is committed to technology Has an excellent reputation as a retirement services provider Overall Impressions of the Conversion Experience Project manager was responsive Information flow from the project manager met my needs Transamerica set clear expectations of timing Transamerica provided high quality support Transamerica is committed to efficiency Conversion Project Manager Overall satisfaction Product knowledge Plan knowledge Frequency of contact Problem resolution skills Proactive approach

Management of the Conversion Overall management of the conversion Accuracy of investing funds Timeliness of investing funds Accuracy of record set-up Accuracy of vesting Frequency and quality of status updates Explanation of roles and responsibilities Accessibility and relevance of information Explanation of implementation process Effectiveness of the project plan/timeline Length of blackout period Timeliness of record set-up Participant Services Overall satisfaction Communication with participants Service provided by contact center Overall Satisfaction with Conversion Experience   Overall Satisfaction with Transamerica

About Transamerica Retirement Services Corporation

Transamerica Retirement Services Corporation (“Transamerica” or “Transamerica Retirement Services”), which is headquartered in Los Angeles, CA, designs customized retirement plan solutions to meet the unique needs of small- to mid-sized businesses. Transamerica and its affiliates have more than 17,000¹ retirement plans totaling more than $20 billion¹ in assets. For more information about Transamerica, please refer to www.TA-Retirement.com.

About Chatham Partners Second Quarter Post-Conversion Customer Satisfaction Analysis

Chatham’s independent third-party research helps isolate Transamerica’s key strengths, weaknesses, and gaps in the installation process. By identifying the most important drivers of client satisfaction, Transamerica uses these findings to help provide a quality installation process.

Questions were rated on a 7-point scale with “6” and “7” representing the highest levels of satisfaction. A “Best in Class” rating was received when 85 percent of the respondents selected a “6” or “7” for 44 specific areas that were rated. The Chatham Partners’ post-conversion survey is based on 261 client responses in Chatham Partners’ most recent second quarter report. Transamerica Retirement Services is not affiliated with Chatham Partners, LLC.

¹As of December 31, 2011.

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