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)

Savers Credit

Learn more about the Saver's Credit, an IRS tax credit for eligible taxpayers 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 three workers are aware of the credit.

A Compendium of Findings About American Workers - 17th Annual Survey (2016) - Full Survey Results

Complete results from the 17th Annual Survey. The worker report includes trend data and comparisons by company size, generation, gender, household income, educational attainment and ethnicity, which are also available as excerpts.

Perspectives on Retirement: Baby Boomers, Generation X, and Millennials

The retirement landscape is ever-evolving. Societally, as the way that we live and work continues to change, we should expect widely held assumptions about retirement to change. Our research examines three generations currently represented in the workforce: Baby Boomers, Generation X, and Millennials. The landscape is now changing so rapidly that it is clear that their retirements will be different from their parents’ generation and from each other’s as well.

16th Annual Retirement Survey (2015)

The Current State of 401(k)s - The Employer Perspective

TCRS' new research among employers offers an overview of retirement plan sponsorship rates, comparisons by company size, and includes worker insights. Coincident with the release of the new report, on behalf of TCRS and Transamerica Institute, Catherine Collinson has been invited to share the findings and other research before the U.S. Senate Special Committee on Aging’s hearing titled, “Closing the Gap: Innovations to Promote Americans’ Retirement Security.”

Retirees Survey (2015)


15th Annual Retirement Survey (2014)


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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