TCRS-18th-Annual-Retirement Survey of Workers-Cover_Image

21st Annual Transamerica Retirement Survey

Now in its 21st year, the survey is one of the largest and longest running of its kind, exploring the retirement outlook and healthy-aging perspectives across different demographic segments. TCRS' retirement research highlights opportunities to improve retirement security for everyday people, employers, and policymakers. Conducted in late 2020, the survey included more than 10,000 adults, of whom more than 3,000 are workers in for-profit companies. The research also surveyed more than 1,900 employers.

The following research reports are available:



Living in the COVID-19 Pandemic: The Health, Finances, and Retirement Prospects of Four Generations

August 5, 2021

Workers are living through a public health crisis and coping with concerns ranging from health and family to employment and finances. With the immediacy of these concerns and uncertainty about the future, it is surprising that their preparations for retirement, an abstract and distant time for many, have not been altogether forgotten. 

This report examines the experiences four generations – Generation Z, Millennials, Generation X, and Baby Boomers – and the impacts of the pandemic on their health, employment, financial well-being, and their ability to save and invest for retirement. Below are portraits of each generation's retirement readiness. Click to enlarge image.


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Portrait of Generation Z Retirement Readiness Portrait of Millennials Retirement Readiness Portrait of Generation X Retirement Readiness Portrait of Baby Boomers Retirement Readiness

Navigating the Pandemic: A Survey of U.S. Employers

June 8, 2021

Employers play a vital societal role by providing employment, work experience, employee benefits, and the ability for workers to achieve financial security in retirement. A strong employee benefits package – including retirement benefits, health insurance, workplace wellness programs, and caregiver support – can create a win-win situation for employers and their employees.

As a collaboration between TCRS and nonprofit Transamerica Institute, this report examines what companies are doing differently amid the coronavirus pandemic to support their employees' health, financial security, and general well-being. It is based on a late 2020 survey of 1,903 employers at for-profit companies, with analyses by company size, including small (less than 100), medium (100 to 499), and large companies (500+ employees). 

Employers Supporting Employeed Amid COVID19 - TI 21st Annual Retirement Survey


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