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

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.

How to Retire Early

Apr 2, 2018

Catherine helps us explore what it takes to successfully retire ahead of the 65 year mark.  

Older Workers' Options

Mar 20, 2018

Catherine shares some insights and tips on how older workers can improve their prospects and continue to participate in the labor force.

Roth 401Ks

Feb 19, 2018
frankieleon/flickr

Catherine details what you need to know about Roth 401Ks and gives tips about choosing the right retirement plan for your circumstance.

Glenn Carstens-Peters/Unsplash

A new study by the Transamerica Institute highlights the promises and pitfalls faced by 'Baby Boomers,' Generation X-ers and Millennials. As these younger groups could live longer lives, Catherine shares what the implications could be for retirement. 

Glenn Carstens-Peters/Unsplash

According to the U.S. Dept. of Labor roughly 30 percent of workers do not participate in their employers' 401K plan. Catherine tells us what employers can do to incentivize their workers to take advantage of retirement benefits. 

Caregiving and Finances

Dec 12, 2017
reynermedia/flickr

According to a recent study, 43.5 million people provide unpaid care to an adult or child. Catherine shares some insights about the financial implications of caregiving. 

Open Enrollment Season

Nov 27, 2017
David Wall/flickr

It may not be the happiest time of the year, but it's one of the most important when it comes to healthcare. Catherine shares some need-to-knows about open enrollment.

Choosing Retirement Plans

Oct 30, 2017
Steve parker/flickr

Catherine clarifies the differences between retirement plans. 

Juggling Caregiving and Work

Oct 16, 2017
zeevveez/flickr

Catherine shares some new research on caregivers.

401K Loans

Oct 3, 2017
Sophia Bevilacqua/flickr

Catherine tells us about the dark side of 401K loans. 

Healthy Aging

Aug 29, 2017
EVERYMAN FILMS/flickr

Catherine shares insights on the importance of a healthy lifestyle in planning for our retirement. 

How to Retire Early

Aug 14, 2017
ladycake711/flickr

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

Retirement Planning Mistakes

Jul 3, 2017
Glenn Carstens-Peters/Unsplash

Catherine shares her insight on the 3 most common retirement planning mistakes. 

401K Need-to-Knows

Jun 12, 2017
frankieleon/flickr

What do those in the job market need to be thinking about when it comes to 401K? Catherine gives us some insight. 

Retirement Savings Guesswork

Jun 6, 2017
elycefeliz/flickr

How much do you need for retirement? Catherine discusses the factors that will lead you to the right conclusions.

Tips for Working Past 65

May 15, 2017
Kathryn Decker/flickr

On today's episode, Catherine gives some tips to improve prospects for those who want to work past the traditional retirement age. 

Creative Commons

As we live longer into our 80's and even 90's, planning your retirement can be challenging. How are people planning their finances into those later golden years.

New Job, New Retirement Options?

Apr 3, 2017
reynermedia/flickr

This week on ClearPath, we look at job changers and retirement options. If those job changers have been saving for retirement at the workplace they have to decide what to do with their retirement assets. Catherine guides us through some of their choices. 

Welcome to a Clear Path special on retirement risks for women. Our guests will share some strategies on what women can do to improve their prospects.

Guests:

Catherine Collinson, President of the Transamerica Institute and the  Transamerica Center for Retirement Studies 

Cindy Hounsell, founder and president of WISER (The Women's Institute for a Secure Retirement)

Mary Beth Franklin, expert on financial planning and social security 


Retirement Mistakes to Avoid

Mar 20, 2017
frankieleon/flickr

According to the Government Office of Accounting 29% of households age 55 or over have no savings of pensions. Half of American households have no retirement savings. In today's episode of Clear Path, Catherine Collinson shares some retirement mistakes to avoid.

Self-Employed Savers

Feb 13, 2017
Blake Patterson/flickr

On today's episode, Catherine identifies some of the challenges employees in the "gig economy" have with retirement planning.

A Retirement Backup Plan

Jan 30, 2017
Flickr Creative Commons

Catherine shares how older adults can create a backup plan in case retirement comes sooner than expected.

Retirement 101

Jan 16, 2017
reynermedia/flickr

Greg Tucker and Catherine Collinson discuss the basics of workplace retirement savings.

Making Financial Resolutions

Jan 2, 2017
mt 23/flickr

Catherine Collinson shares four essential tips for setting financial goals in 2017.

Holiday Discussions

Dec 20, 2016

Having financial discussion around the holidays can feel uncomfortable but it is the perfect time.

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