Tag: Transamerica

Transamerica reveals the shifting priorities of retirees, with many relocating for family, finances or a fresh start.

While middle-class Americans dream of an ideal retirement, they are increasingly anxious about financial security, according to Transamerica’s latest report.

Separately, World Insurance Associates names Ken Bond chief corporate development officer leading M&A across units including Pensionmark’s retirement and wealth...

Transamerica names Dickinson director of participant engagement; Vestwell bolsters sales team; Voya names Leary to board.

Transamerica selected as recordkeeper for Gallagher’s 401(k) choice pooled solutions; Prospera unveils enhanced tech stack; BPAS partners with SS&C automatic...

Institutional Advisory debuts 401(k) pooled employer plan, with Transamerica Corp. the recordkeeper and Pentegra the pooled plan administrator.  

PNC adviser platform to offer Transamerica annuities; 360 Financial partners with Rapacki + Co.; Acorns launches premium tier with GoHenry.

Only 35% of retirees and 37% of those 50 or older look to a financial professional for advice, Transamerica finds.

Transamerica to collaborate with Bestow; Envestnet partners with Iconik; Lumiant announces partnership with CFGS; and more.

Starting September 1, the provider will launch a campaign called 401(k)ares that will include an incentive to transfer from a...

Gen Xers entered the workforce as pensions were fading and 401(k) plans were ‘primitive.’ Now they are closest to retirement...

Thornburg Investment Management CEO to leave later this year; Franklin Templeton expands alts team; Lockton announces new global leadership structure;...

By year-end 2026, 88% of employers are projected to provide a defined contribution plan, according to new report from Transamerica.  

Class action plaintiff complaint files a motion to dismiss the suit against the retirement recordkeeper.

The global retirement plan advisory is using its expertise with multi-employer plans in the U.K. to the U.S. market as...