Transamerica Reviews 1,444

The issue has not been resolved. The rep said that he would check on into the situation and get back to me by the end of the same week. I still have not heard back from Transamerica regarding funds that were deducted from my paycheck at my prior employer and which have not been applied or invested into my 401k account during the month of February 2026 and possibly the first week of March 2026.

The customer service rep was a breath of fresh air in this age of not caring. Had 401K rollover issues and the issue was handled swiftly without attitude and professionally.

I got a follow up text that They had started my approval on my withdrawal

Very helpful; makes it easy to navigate the process

Every one I spoke with was very cordial and very polite they explained everything to me very clearly and respectfully. Thanks

The phone call was fine. What was not ok is the cost of moving a 401K to another company. I was charged $75 to accomplish it. I was told I HAD to use the paper form because I am 74 years old and you had to check to see if I was taking required disbursements. Well surprise I am not required to take disbursements because I am still working.

The personnel in the Retirement Department -beneficiary section are friendly, respectful, knowledgeable, and efficient.

My experience was great the rep was very polite and she answered all of my questions fluently.

I called in confirming the date that my payment would process to pay off my loan and the rep put me on hold twice and then honestly did not give me a straight forward answer.

Kind, friendly personnel. Ease of paperwork.

The staff were very helpful, however TransAmerica did not properly coordinate my direct deposit instructions and I still have not received my check which I was “apparently”mailed on May 1.

All my request and question successful

Every time I call for information or clarification it is always easy to speak to a live agent and they are very helpful. Thank you!

Helped with changing of beneficiary

Associate was able to check for the paperwork quickly

I called to get some help and information. The first thing I encountered was Ai. After time and again of requesting a representative, I was finally connected with a young man of whom I could not understand most of what he was saying. After requesting someone who could speak good English, and not being able to get him to send my call forward, I finally hung up. I don't know why companies want to hire people for phone work who can't speak English in a manner that can be understood.