TCRS Annual Retirement Survey

The Transamerica Annual Retirement Survey is now in its 22nd year. The survey comprises research among nationally representative samples of Americans and U.S. employers. It is one of the largest and longest-running of its kind exploring attitudes and behaviors about retirement security and the intersections of health and financial well-being across diverse groups of people in all walks of life -- workers, employers, retirees, family caregivers, and the general population in the U.S.


22nd Annual Transamerica Retirement Survey (2021)

How to Claim the Saver's Credit

Fewer than half (48 percent) of U.S. workers are aware of a tax credit that may help them save for retirement, according to the 22nd Annual Transamerica Retirement Survey. Also referred to as the Retirement Savings Contributions Credit by the Internal Revenue Service (IRS), the Saver’s Credit is available to millions of eligible taxpayers who are saving for retirement. 

21st Annual Retirement Survey (2020)


20th Annual Retirement Survey (2019-2020)


19th Annual Retirement Survey (2018)


Retirees Survey (2018)


18th Annual Retirement Survey (2017)


17th Annual Retirement Survey (2016)


16th Annual Retirement Survey (2015)

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. 
 


Retirees Survey (2015)


15th Annual Retirement Survey (2014)


14th Annual Retirement Survey (2013)

Spotlight on 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.


13th Annual Retirement Survey (2012)

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.


12th Annual Retirement Survey (2011)


11th Annual Retirement Survey (2009-2010)

Women and Retirement


10th Annual Retirement Survey (2008-2009)


9th Annual Retirement Survey (2007)

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