Your quarterly account statement provides an at-a-glance view of the information you want. For convenient e-statement notification just visit www.TA-Retirement.com and select Statements in Communication Preferences under Personal Profile.

Your Retirement Plan Statement

Account Summary Lists your account balances for the statement period and year to date.

Projected Benefit at RetirementEstimates how much income you may expect to receive if you retired at age 65.

Personal Rate of Return Calculates performance based on the investment funds selected.

Loan Activity If your plan allows for loans, this section will summarize your loan activity, including beginning and ending balances, and payments.

Message CenterProvides retirement plan news, education, and planning tips.

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Fee DisclosuresExplains plan-related fees.

Fee SummaryDisplays plan-related fees.

Investment ActivityShows moneys in and out for the statement period.

Balance Percentage by Asset ClassModels your asset class allocation for your current investments.

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Transamerica or Transamerica Retirement Services refers to Transamerica Retirement Services Corporation, which is headquartered in Los Angeles, CA.

Important NotesProvides important information regarding your plan, including the importance of a well-balanced and diversified portfolio, how performance is derived and reported, and how to obtain additional information.

TD-12113-TRS (07/12) © 2012 Transamerica Retirement Services Corporation

Investment PerformanceSummarizes performance for the funds in your plan.

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