Transamerica Institute

TCRS Annual Retirement Survey

The Transamerica Annual Retirement Survey – now in its 17th year – is a poll of American workers and their employers designed to explore attitudes and behaviors regarding retirement security and benefits. The survey is one of the largest and longest-running of its kind and is conducted through an independent research firm and the data represents employees of different age groups and employers of various sizes. In addition to the findings on various retirement issues, the survey provides an in-depth segmentation and comparison analysis based on company size, gender, and age groups.


17th Annual Retirement Survey (2016)


16th Annual Retirement Survey (2015)

Sixteen Facts About Women's Retirement Outlook

TCRS has published research for more than a decade showing that women are at a greater risk of not achieving a financially secure retirement compared to men. This study, based on the 16th Annual Transamerica Retirement Survey, covers research of more than 2,400 women workers in the U.S. and shines a light on their current retirement preparedness and outlook for their own retirement. With this study, TCRS aims to raise awareness of the retirement risks that women face and highlight opportunities where women can take greater control of their long-term financial security.

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. 
 

A Compendium of Findings About American Workers

A Compendium of Findings About American Workers -- 16th Annual Survey (2015) - Full Survey Results
Complete results from the 16th Annual Survey.  The worker report includes trend data and comparisons by company size, generation, gender, household income, and educational attainment, which are also available as excerpts.
 

Retirement Throughout the Ages: Expectations and Preparations of American Workers

As part of the 16th Annual Transamerica Retirement Survey, this report examines current expectations and preparations among American workers in their twenties, thirties, forties, fifties, and sixties and older.

Social Security Turns 80

Social Security was enacted 80 years ago this August and serves as a foundation of American’s retirement security.However the U.S. retirement landscape has been evolving, with increases in life expectancies and shifting labor patterns, leading to the need for Social Security reform. The 16th Annual Transamerica Retirement Survey examines workers’ attitudes and expectations around Social Security.

Retirees Survey (2015)

The Current State of Retirement: Pre-Retiree Expectations and Retiree Realities

This new research examines the retirement outlook of age 50+ workers with the actual experiences of retirees


15th Annual Retirement Survey (2014)

WYPR ClearPath - Your Roadmap to Health & Wealth One-Hour Special "Health & Wealth for Millennials"


14th Annual Retirement Survey (2013)


13th Annual Retirement Survey (2012)


12th Annual Retirement Survey (2011)


11th Annual Retirement Survey (2009-2010)


10th Annual Retirement Survey (2008-2009)


9th Annual Retirement Survey (2007)

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