Legal

Welcome to the Legal section of Transamerica Institute’s website. Please take time to read, familiarize yourself, and understand our organization’s Privacy Policy and Terms of Use. These legal policy documents are updated periodically. Please check back regularly for any updates that may have implications for your user experience and usage of this website.

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Transamerica Institute^® is a nonprofit, private foundation dedicated to identifying, researching, and educating the public about retirement security and the intersections of health and financial well-being. It is the parent organization of Transamerica Center for Retirement Studies^® (TCRS) which conducts one of the largest and longest-running annual retirement surveys of its kind. Transamerica Institute is funded by contributions from Transamerica Life Insurance Company and its affiliates. The information provided here is for educational purposes only and should not be construed as insurance, securities, ERISA, tax, investment, legal, medical, or financial advice or guidance. Please consult independent professionals for answers to your specific questions.