Jonathan Anderson

About the Author

Jonathan Anderson

Jonathan Anderson serves as the Transamerica Center for Retirement Studies’ legislative and regulatory expert. His responsibilities involve monitoring legislative trends, interpreting pension-related legislative and regulatory guidance and developing retirement plan educational materials. Jonathan has over 25 years of experience in the retirement and employee benefits industry, and has earned his Juris Doctor and Degree of Master of Laws in Business and Corporate Law.

• Expanding plan coverage to part-time workers

  By Jonathan Anderson  |  May 10, 2013

  The ability to participate in a 401(k) plan should be extended to part-time employees, so that more U.S. workers can be better financially prepared at retirement.

• American workers cast their votes for retirement security

  By Jonathan Anderson  |  November 29, 2012

  Employees resoundingly embrace 401(k) and other workplace retirement programs, and you can help by making it easier for employers to sponsor a plan.

• More seasonal fine-tuning for 401(k) plans

  By Jonathan Anderson  |  October 15, 2012

  Implementing a safe harbor provision and keeping an eye out for common failures in plan operation are two big pieces of the annual tune-up puzzle

• Have you scheduled your 401(k)'s annual check-up?

  By Jonathan Anderson  |  October 8, 2012

  Just like human patients, a retirement plan's "health" functions much better if it has an annual preventative care review.

• The silver lining of 401(k) fee disclosures

  By Jonathan Anderson  |  August 3, 2012

  Is there an upside to all of the hassle associated with new fee disclosures? At the participant level, it may lead to a more interactive dialog with advisors.

• Keep working and retire late? Or retire early?

  By Jonathan Anderson  |  May 24, 2012

  For those of us who are currently employed, the answer may be as easy as learning more about our employer’s retirement plan(s), including several tax breaks Uncle Sam affords.

• Hatching the biggest retirement nest egg

  By Jonathan Anderson  |  March 30, 2012

  Still searching for clarity on fee disclosure rules and deadlines? Here's a primer to the important dates, and what needs to be done.