Transamerica and Advo(k)ate Advisors launch pooled employer plan

July 27th, 2026 – Transamerica and Advo(k)ate Advisors announced the launch of the Advo(k)ate Nexus Pooled Employer Plan, a modern retirement solution designed to simplify plan administration for employers of all sizes while elevating the participant experience.

The Advo(k)ate Nexus PEP integrates fiduciary outsourcing, payroll connectivity, scalable administration and a robust participant experience—allowing employers to focus more time and resources on their core business.

“Advo(k)ate Advisors and Osaic are exceptional partners, who bring deep expertise, proactive fiduciary leadership and a relentless commitment to customer outcomes,” said Darren Zino, Head of Retirement Distribution at Transamerica. “Their focus on fee transparency, participant education and high-touch service sets a new standard in our industry. Together, we are delivering a pooled employer plan that simplifies complexity and is designed to help employers and employees achieve brighter retirement outcomes.”

Transamerica Fiduciary Services serves as the pooled plan provider and assumes key administrative and fiduciary duties. Transamerica Retirement Solutions is the recordkeeper and administrative services provider, while Transamerica Trust Company serves as custodian and trustee. Advo(k)ate Advisors provides investment oversight as the named ERISA Section 3(38) investment fiduciary.

“We chose Transamerica for its leadership in pooled plan solutions and its ability to deliver the scale, technology and service model our clients expect,” said Renn Williams, Partner, Advo(k)ate Advisors. “The Advo(k)ate Nexus PEP offers employers a streamlined way to provide a competitive retirement benefit, backed by a provider recognized for excellence in the pooled employer plan market.”

Key features of the Advo(k)ate Nexus PEP include:

 

• Experienced leadership: Transamerica supports thousands of participating employers, brings decades of expertise in pooled plan solutions and is a recognized leader in pooled employer plan adoption and innovation.
• Payroll integration: Relationships with more than 125 payroll providers and flexible integration options save time, improve accuracy and boost productivity.
• Participant experience: Industry-recognized website and mobile access, OnTrack® guidance with Your Retirement Outlook® and optional Managed Advice® for goals-based investment management.
• Human support: Dedicated customer care associated with high satisfaction rates and improved plan participation and deferral outcomes.
• Administrative relief: A single Form 5500 and audit across adopting employers, with centralized fiduciary and administrative duties.

 

To learn more about the Advo(k)ate Nexus Pooled Employer Plan, please call (659) 238-0010 or visit www.advokateadvisors.com.