Retirement Plan Survey for Plan Participants - 2016 - thumbnail
Savers Credit 2017 Fact Sheet

Survey Tool for Use with Employees

Employers -- learn more from your employees about their perceptions of your company retirement plan, its offerings and your employees' retirement preparedness. This survey can be downloaded and given to your employees to gauge the effective of your plan. For more employer versus employee perspectives on retirement perspectives, see our 17th Annual Transamerica Retirement Survey of employers.


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Saver's Credit Fact Sheet

Many American workers may be missing out on a valuable tax credit this year. The Internal Revenue Service’s Retirement Savings Contributions Credit (also known as the Saver’s Credit) is available to eligible taxpayers who are saving for retirement. Yet only 33 percent of American workers are aware of the credit, according to the 17th Annual Transamerica Retirement Survey of workers

Employers -- help your employees learn more about this valuable tax credit, the Saver's Credit. Download this Fact Sheet and share it with your employees. Also available in Spanish.
 

Download the pdf