Transamerica expands investment in pooled retirement plans

Transamerica is increasing investment in its pooled retirement plan business, adding resources and strengthening support for advisors, employers and distribution partners as it marks 25 years in the market.

The company’s pooled plan assets grew nearly 61%, from $21.3 billion in 2021 to $34.2 billion in 2025. The number of adopting employers increased nearly 40% over the same period.

Pooled plans allow employers to participate in shared retirement plan arrangements, helping reduce the administrative, fiduciary and operational burdens of offering workplace retirement benefits. Transamerica’s offerings include Multiple Employer Plans, Pooled Employer Plans, Group Plan Solution and Retirement Plan Exchange structures.

According to PLANSPONSOR’s 2026 Recordkeeping Survey, Transamerica ranked first in the number of employers adopting Pooled Employer Plans for the second consecutive year. It also recorded the highest year-over-year growth rates in pooled plan assets and participants.

Led by Stanley Kim, Director and Pooled Plan Practice Leader, the company is strengthening coordination across product, distribution, operations and client support. It is also launching an advertising campaign highlighting pooled plans.