Catherine Collinson | WYPR

Catherine Collinson

President, Transamerica Institute and Transamerica Center for Retirement Studies

Catherine Collinson serves as President of the Transamerica Institute and Transamerica Center for Retirement Studies, and is a retirement and market trends expert and champion for Americans who are at risk for not achieving a financially secure retirement. Catherine oversees all research and outreach initiatives, including the Annual Transamerica Retirement Survey.

With more than 15 years of retirement services experience, Catherine has become a nationally recognized voice on retirement trends for the industry. She has testified before Congress on matters related to employer-sponsored retirement plans among small business, which have featured the need to raise awareness of the Saver’s.  Credit among those who would benefit most from the important tax credit.

Catherine is regularly cited by top media outlets on retirement-related topics. Her expert commentary has appeared in major publications, including: The Wall Street Journal, U.S. News & World Report, USA Today, Money, The New York Times, The Huffington Post, Kiplinger's, CBS MoneyWatch, Los Angeles Times, Chicago Tribune, Employee Benefits News and HR Magazine. She has also appeared on PBS' "Nightly Business Report," NPR’s "Marketplace" and CBS affiliates throughout the country.

Catherine speaks at major industry conferences each year, having appeared at events hosted by organizations including PSCA, LIMRA and PLANSPONSOR.  She also authors articles published in leading industry journals, such as ASPPA, SPARK and PSCA.

Ways to Connect

Catherine discusses how we can successfully take on a greater role in funding, preparing for and managing retirement savings.

Catherine tells us what she learned from a survey of 5900 workers across the U.S. when it comes to ideas about retirement. 

Catherine tells us what Millenials, Gen X-ers and Baby Boomers are envisioning for retirement. 

Catherine tells us how Baby Boomers are trail-blazing a new type of retirement that includes pleasure, purpose and continued work. 

Millenials have proven themselves to be savvy as the digital do-it-yourself generation. Many are looking to digital tools to help them achieve their retirement goals. 

Catherine tells us about her research on millenials' retirement readiness. 

Generation X often gets lost in the shuffle between bigger demographics--baby boomers and millenials. But this group is struggling to build retirement security while juggling work, children, and caring for aging parents. Catherine tells us some unsettling information about Gen X-ers' retirement preparation.

Millenials have proven themselves to be quite savvy in digital spheres but how about in retirement planning? Catherine fills us in on research that outlines the steps millenials are taking to actively prep for retirement.  

Generation X often gets lost in the shuffle between bigger demographics--baby boomers and millenials. But this group is struggling to build retirement security while juggling work, children, and caring for aging parents. Catherine tells us some unsettling information about Gen X-ers' retirement preparation.

Physical workers, people in physically demanding jobs, face unique retirement expectations. Catherine tells about today's physical workers and how they're preparing for retirement. 

Flickr/Creative Commons

Catherine Collinson talks about how to enter the role of caregiver and do so responsibly.

According to the Social Security Administration there are more than 45 million retirees in the United States. Many of them are facing financial vulnerability. Catherine joins us this week to discuss critical issues that impact today's retirees. 

Important birthdays can significantly impact your retirement planning. These milestone birthdays start in our 50s and continue into our early 70s. Catherine sheds light on these milestones and offers some tips on how we can plan accordingly.

On today's episode, Catherine tells us about the 'Savers Credit,' an important but underutilized tax credit that can pay to save for retirement. 

Many people want to work past the age of 65 but not every employer has the proper supports in place to help employees accomplish that goal. Catherine tells us about some of the disconnects. 

New Year, New Goals

Dec 31, 2018

Catherine and Al discuss setting personal and financial goals for the new year. 

Catherine discusses findings regarding workers' desires to work beyond the age of 65 versus what employers have in place to support them. 

Retirement and the Recession

Dec 3, 2018

Catherine tells us how retirement security in the U.S. has fared since the great recession. 

Financial Literacy

Nov 12, 2018

Having a baseline understanding of finances is more important now than ever before, especially as Americans are taking more responsibility for their retirement savings through 401Ks and similar plans. So how are we faring? Catherine tells us about the Transamerica Center for Retirement Studies' 2018 Global Retirement Survey.

According to the National Institutes of Health, by 2060, the number of older adults in the U.S. who self-identify as LGBT will exceed 5 million. Catherine tells us about Transamerica's research on the retirement preparations of the LGBT community in nine different countries. 

Kathryn Decker/flickr

Small business employees account for nearly half of all workers, but small business owners often have a more difficult time offering retirement benefits than larger employers. Catherine shares insights from a recent Transamerica Center for Retirement Studies survey.

Unemployment is at a record low and talent is in high demand. Employers are constantly exploring options to attract talent and remain competitive. Catherine tells us how retirement benefits fit into this picture. 

Flickr Creative Commons

In today's news we often hear about the gender pay gap but there is a formidable retirement income gap as well. Catherine tells us more. 

Glenn Carstens-Peters/Unsplash

A new Transamerica Center for Retirement Studies report offers insights on the promises and pitfalls faced by Baby Boomers, Millenials and Gen X. Catherine tells us more. 

Caregivers

Aug 21, 2018
RikkisRefuge Other/flickr

Tens of millions of Americans are caregivers, and it has serious implications for their own retirement security. Catherine shares insights from a Transamerica Center for Retirement Studies report on caregivers.

Budgeting for Retirement

Aug 6, 2018
RikkisRefuge Other/flickr

Catherine tells us what people should consider when mapping out a retirement budget.

Older Entrepreneurs

Jul 23, 2018
Erin Berzel Photography, erinberzel.com

Catherine tells us about the growing trend of older American entrepreneurs.

Sophia Bevilacqua/flickr

How are Generation X-ers and millenials preparing for retirement? Catherine tells us the trends. 

Millenials and Retirement

Jul 9, 2018
Glenn Carstens-Peters/Unsplash

Unlike other generations, millenials have racked up an enormous amount of debt. Because of that, they are not saving as they should be. Catherine shares her research on millenials and their retirement-readiness. 

Caregiver Finances

May 1, 2018
RikkisRefuge Other/flickr

Catherine shares insights from her research about the significant financial challenges that caregivers face.

How to Retire Early (rerun)

Apr 16, 2018
apox apox/flickr

Catherine explores what it takes to retire successfully ahead of the 65 year-mark.

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