TCRS Annual Retirement Survey

The Transamerica Annual Retirement Survey is now in its 18th year. The survey comprises research among nationally representative samples of American workers and employers, and is designed to explore attitudes and behaviors regarding retirement security and benefits. It is one of the largest and longest-running of its kind and is conducted through an independent research firm. TCRS reports include in-depth segmentation and comparison analysis of workers based on company size, gender, generation, household income, education and race/ethnicity. Findings of employers are examined on company size. 


18th Annual Retirement Survey (2017)


17th Annual Retirement Survey (2016)


16th Annual Retirement Survey (2015)

Savers Credit

Learn more about the Saver's Credit, an IRS tax credit for low- to moderate-income workers who save for retirement in a 401(k), 403(b), or similar employer-sponsored retirement plan; a traditional or Roth IRA; or a new myRA. TCRS research finds that only one in four who are potentially eligible are aware of the credit. 
 


Retirees Survey (2015)


15th Annual Retirement Survey (2014)


14th Annual Retirement Survey (2013)

Spotlight on Saver's Credit

TCRS released survey results to help increase public awareness of the Saver's Credit, an important tax credit for low- to middle-income workers who save through a qualified retirement plan such as a 401(k), 403(b), or IRA.


13th Annual Retirement Survey (2012)

Spotlight on the Saver's Credit

TCRS released survey results to help increase public awareness of the Saver's Credit, an important tax credit for low- to middle-income workers who save through a qualified retirement plan such as a 401(k), 403(b), or IRA.


12th Annual Retirement Survey (2011)


11th Annual Retirement Survey (2009-2010)

Women and Retirement


10th Annual Retirement Survey (2008-2009)


9th Annual Retirement Survey (2007)

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