Whether you are already participating in your retirement plan or want to enroll, it's a good time to think ahead. Transamerica's retirement planning consultants can answer your retirement planning questions and guide you to the available retirement planning resources.
A retirement planning consultant can help you:
Schedule an Appointment with Your Dedicated Retirement Planning Consultant:
Carter Bailey |
carter.bailey@transamerica.com Office: 757-668-8106 |
Prepare your family for the 'what-ifs' in life. These resources can help inform and guide you – today, tomorrow, and for many years to come.
Having a completed beneficiary designation on file ensures that your retirement plan assets are distributed according to your wishes. This is a very important step in your retirement and legacy planning. Taking action is easy! Sign in to update your beneficiaries online.
Online | In-Person | Paper |
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Select your account(s)* and click on the "Home" tab and then click on "Beneficiaries." Follow the prompts for designating your beneficiary, and then click "Submit." *If you have more than one account with CHKD, be sure to repeat this process for all accounts. Sign in online to update your beneficiaries at chs.trsretire.com. |
Talk with your Planning Consultant Today:Carter Bailey CHKD Planning Consultant Office: 757-668-8106 carter.bailey@transamerica.com Schedule an appointment today! |
Complete the attached form(s) for each of your account(s)* with CHKD:
Fax completed forms: 866-835-8863 Questions? 1-800-755-5801 |
Please note that if you are married and you wish to designate anyone other than your spouse as a primary beneficiary, notarized spousal consent is required by your plan.
Now that you’ve taken care of updating your retirement plan(s) beneficiaries, here are some valuable tools, resources and articles about looking after your loved ones (also known as legacy planning).
Videos and Articles | Calculators and Resources | Other Resources |
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Welcome to KnowledgePlace!We want to keep you informed about the latest research and discoveries that affect your security and happiness in the future. To better understand the vital relationship between physical and financial health, we’ve partnered with experts in medicine and technology. With this knowledge, we can provide the tools you need to start developing better habits. We’ve created a site called KnowledgePlace, where you’ll find vital and timely articles concerning financial and physical wellness, and the extensive links in between. You can also join the KnowledgePlace Community to be a part of discussions concerning saving, fitness, nutrition, wellness and prevention. Transamerica Center for Retirement Studies and Aging |
This tool can help you to determine the appropriate insurance plans for your family, suggested coverage amounts, and even get quotes: Transamerica Insurance Plan Explorer Tool As part of the robust benefits package provided to you by CHKD, Legal Resources provides 100% legal coverage for you and qualified loved ones, for the most commonly needed legal services. Whether that legal matter is for an everyday legal need or a result of an unexpected life event, you’ll have access to immediate legal support through this employer benefit. This benefit is not related to your retirement plan, and Transamerica is not affiliated with Legal Resources. This Personal Document Locator list will assist your loved ones in the event of your death or disability: |