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)


Retirees Survey (2015)


15th Annual Retirement Survey (2014)


14th Annual Retirement Survey (2013)

Repairing the Damaged Nest Egg: How to Improve the Retirement Outlook of the Unemployed & Underemployed

As part of its 14th Annual Transamerica Retirement Survey, TCRS surveyed unemployed and underemployed workers and found that 62 percent of displaced workers are “not too” or “not at all” confident about their retirement prospects.  The report delves further into these groups and offers suggestions to help them improve their retirement readiness.


13th Annual Retirement Survey (2012)

Emerging from the Economic Storm: Retirement Plans in the United States, 2007-2012

This report evaluates how American workers and company-sponsored retirement plans have fared during these five difficult years of recession and brings to light opportunities to improve the current retirement system.

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.

Weathering the Economic Storm: Retirement Plans in the U.S., 2007-2012

This report evaluates how American workers and company-sponsored retirement plans have fared during these five difficult years of recession, and brings to light opportunities to improve the current retirement system.

The Cracked Nest Egg (Unemployed/Underemployed Survey)

This research, conducted among unemployed or underemployed workers, illuminates the severe effect of what is commonly referred to as the Great Recession on the retirement outlook of displaced American workers. The study shows that only 10 percent of displaced workers are very confident in their ability to retire comfortably.

Redefining Retirement: The New "Retirement Readiness"


12th Annual Retirement Survey (2011)


11th Annual Retirement Survey (2009-2010)


10th Annual Retirement Survey (2008-2009)


9th Annual Retirement Survey (2007)