Transamerica Hits 25-Year Milestone in Retirement Pooled Plans

The company’s longevity in the sector has translated into significant growth, with pooled plan assets climbing from $21.3 billion in 2021 to $34.2 billion by 2025. This 61% increase highlights the shift toward collective retirement structures, such as Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs), which allow smaller firms to outsource fiduciary and operational burdens. According to the 2026 PLANSPONSOR Recordkeeping Survey, Transamerica currently holds the top spot for PEP adoption among employers.

Under the guidance of Stanley Kim, the firm is now integrating these pooled solutions more tightly across its distribution and product divisions. This strategy aims to capture a market segment that remains largely untapped; research from the Transamerica Institute indicates that 48% of employers without a current plan are open to joining a pooled arrangement. To capitalize on this interest, the company has launched a new campaign designed to educate advisors and employers on navigating the complexities of workplace savings programs.