A new White Paper evaluates how American workers and company-sponsored retirement plans have fared during these past five difficult years, and brings to light opportunities to improve our current retirement system. more...
Fewer than 1 in 10 Baby Boomers strongly agree that they are building a large enough nest egg. Additionally, more...
The Transamerica Center for Retirement Studies® in collaboration with Aegon conducted this study in 12 countries to help workers, employers and governments work together to increase levels of retirement readiness across the globe. more...
The annual Transamerica Retirement Study found that nearly half of working women don't have a retirement strategy. This report was created to shed light on women's attitudes and behaviors related to saving and planning for retirement and outlines key steps that can be taken to help women attain a more secure retirement. more...
On January 2, 2013, President Obama signed the American Taxpayer Relief Act of 2012 ("Act"). Section 902 of the Act expanded the availability of in-plan Roth conversions, effective for conversions made after December 31, 2012. In-plan Roth conversions may now be made from any non-Roth vested account, without requiring that the amount being converted must be eligible for distribution and rollover from the plan. more...
The Transamerica Center for Retirement Studies® ("The Center") is a non-profit corporation and private foundation. The Center is funded by contributions from Transamerica Life Insurance Company and its affiliates and may receive funds from unaffiliated third-parties.
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