While working at Aegon/Transamerica these are questions I can help you answer:
How do I manage my 401(k)/Profit Sharing plan and what investments should I utilize?
Should I contribute to the traditional 401(k) or the Roth 401(k) or both and how does this affect me tax-wise?
If I am grandfathered or not under the old pension, what does that mean and how will it affect my retirement goals?
If I am an Aegon/Transamerica Executive and am eligible for the non-qualified deferred compensation plan:
Should I enroll in the plan?
How does it work and what are the payout options and tax implications?
How can contributing to the plan negatively impact my final pension payout amounts?
Which additional ancillary benefits (life and disability insurance) should I elect and how much?
If I am healthy, is there a cross-over point in age where a personally owned term life insurance policy is actually less expensive than the additional group term coverage that I can elect?
Should I purchase the Aegon/Transamerica Funds offered to me in the institutional share classes?
Are the additional worksite marketing products offered by Aegon/Transamerica to its employees a good value and the best fit for my situation?
