Displaying 23 results
Why Gen Zers say they’ll need one-third of what boomers do in retirement
Some clients have unrealistic expectations about retiring early while others are overly pessimistic, advisors say.
‘Ow!’ — not ‘wow’ — drives client change
The pivot point is salience: the motivational magic that's sparked when a piece of information has immediate relevance to the client's situation or expectations.
Retirement plan coverage at small firms heading higher: Study
Companies are also likely to add financial wellness benefits, such as emergency savings funds, over the next few years, according to experts polled by Transamerica.
Program brings financial planning to Chicago working families
The program aims to infuse social service programs with information about long-term financial and career goals.
Transamerica partners with Cetera on pooled retirement plan
Cetera Advantage(k) GPS is designed for small and midsize businesses and available only through advisors affiliated with Cetera.
Willis Towers Watson rolls out pooled employer plan
The launch follows the company’s offerings of similar plans in the UK and Europe; Transamerica will serve as record keeper for PEP.
Transamerica revamps Large Core Fund with ESG treatment
Currently, the fund does not have a sustainability mandate and thus has an average sustainability rating from Morningstar.
Former broker, insurance agent arrested in California on fraud charges
Gautam Arora allegedly defrauded four victims out of $100,000 to secure investments that didn't exist.
TAMPs and fee-based annuities headline first day of RIA Summit 2022
Turnkey asset management platforms can help advisers grow their practices, panelists say.
RBC to offer small-business pooled retirement plan
Transamerica will serve as the plan's record keeper and Ascensus' FuturePlan will be the third-party administrator.
Transamerica adds emergency savings accounts
The insurance company is now offering its own line of rainy day funds for employees.
Transamerica offers absence-management tool
Effort will help client companies manage disability leaves, other workplace absences and reduce administrative burden for human resources staff.
SEC obtains judgment against Ohio adviser who defrauded investors
Scott Allen Fries, a former Transamerica rep and adviser, took at least $458,000 from at least 10 individuals.
Transamerica acquires TAG Resources
Adding the retirement services company will help Transamerica expand its pooled retirement plan offerings.
TriNet switches 401(k) plan to Empower
The move will allow TriNet to provide more website capabilities and additional call center hours to plan participants.
Transamerica sued by 401(k) participant over data breach
A bug earlier this year let plan sponsor clients view outside participants' data, and one man claims he and others suffered consequences.
UBS to offer Transamerica program for small-business retirement plans
The Retirement Plan Exchange, which uses TAG Resources, is designed to reduce administrative headaches related to providing a plan.
Workers save for retirement despite pandemic challenges
Americans experienced a wide range of financial consequences during the pandemic. A new survey analyzes the financial impact of the pandemic on different generations
Plaintiffs accept $5.4 million Transamerica 401(k) settlement
Participants had accused the plan's fiduciaries of using poorly performing investment options.
Will Fuller named president and CEO of Transamerica
Fuller, who had been executive vice president of Lincoln Group, succeeds Mark Mullin, who becomes board chairman.
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