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Wealth Advisor Daily
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Monday, October 5, 2026The Morning Brief →Sign in
asset manager

Transamerica

In PWD coverage since August 18, 2026 · 8 stories
1Deals on our tracker
Deal recordFull tracker →
Dec 30, 26Fund launchVanguard Group
PWD coverage
the_wrap

PEPs are now won on distribution coverage, not plan design

The Standard's $5 billion pooled book and Transamerica's two national sales seats describe the same contest, in which the scarce asset is a field organization that can reach mid-market employers one segment at a time.
plans · Sep 11Pooled plans are won on distribution coverage now
regulation · Sep 2Aegon calls October vote to leave Bermuda for Delaware
plans · Aug 27A third of middle-class workers plan to skip retirement
regulation · Aug 26Aegon trades Bermuda for Delaware and US GAAP
advisers · Aug 25ASPPA creates a credential for the pooled-plan market
investments · Aug 19Target-date assets top $5.3 trillion as income options climb
investments · Aug 18CITs take the lead in target-date assets; income is next
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