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

youtube.com

Greg and Catherine discuss a tax credit seemingly unknown to many Americans called the Saver's Credit and how it can help lower your taxes this year.

myRA

Jan 5, 2016
caab.org

Greg and Catherine discuss the challenges of saving for retirement and a new way to do so called myRA (My Retirement Account).

wealthyretirement.com

Greg and Catherine discuss how the face of retirement has changed based on people living longer, and what a new survey from retirees reveals about what they would have done differently.

cnbc.com

Greg and Catherine discuss how to go about doing an end of the year financial checklist.

app.com

Greg and Catherine discuss where you want to live when you retire to optimize your resources and ensure a high quality of life

cnbc.com

Greg and Catherine discuss what homemakers should be doing to plan for their retirement years.

Gen X

Oct 21, 2015
www.nextavenue.org

Greg and Catherine discuss  the implications of the first group of Generation Xers turning 50.

www.whitehouseconferenceonaging.gov

Greg and Catherine discuss the 2015 White House Conference on Aging which Catherine attended.

Nest Egg

Sep 21, 2015
valleyunitedway.org

Greg and Catherine discuss the nest eggs of retiring Baby Boomers and how to make sure their savings will last.

pixcooler.com

Greg and Catherine discuss the candid conversations we need to have when taking care of our elderly parents as they grow older.

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