TCRS Annual Retirement Survey

The Transamerica Annual Retirement Survey is now in its 20th year. The survey comprises research among nationally representative samples of American workers and employers, and is designed to explore attitudes and behaviors regarding retirement security and benefits. It is one of the largest and longest-running of its kind and is conducted through an independent research firm. TCRS reports include in-depth segmentation and comparison analysis of workers based on employment status (full-time/part-time), gender, generation, household income, education and race/ethnicity. Findings of employers are examined by company size and include comparisons to workers by company size.

20th Annual Retirement Survey (2019-2020)

Women and Retirement: Risks and Realities Amid COVID-19

This extensive report presents from finding from surveys conducted in late 2019, and June 2020, as part of our 20th Annual Transamerica Retirement Survey. Women continue to be at greater risk than men of not achieving a financially secure retirement. This report examines women’s finances before and during the pandemic, and their expectations about retirement, and includes comparisons with men. The report offers actionable recommendations for improving outcomes in women’s long-term retirement preparedness.

Survey Report

20 Facts About Women's Retirement Outlook and 11 Steps to Improve It - Fact Sheet

Press Release, September 17, 2020

Retirement Security for Women Amid COVID-19

This report presents findings from a short survey conducted in April 2020 and examines women’s retirement preparedness amid the coronavirus pandemic, with comparisons to men. This is the 15th year that TCRS has published research showing that women are at a greater risk of not achieving a financially secure retirement compared to men. 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.

Survey Report

19th Annual Retirement Survey (2018)

A Compendium of Findings About U.S. Workers

The Compendium provides in-depth perspectives on retirement. This extensive report offers 30+ key indicators of retirement readiness, preparations and attitudes among workers by employment status (full-time, part-time), generation, gender, household income, level of education, and race/ethnicity.

Survey Report

Press Release - December 19, 2019

Nineteen Facts About Women and Retirement

As part of its 19^th Annual Transamerica Retirement Survey of Workers, TCRS examines women’s retirement preparedness. This is the 14^th year that TCRS has published research showing that women are at a greater risk of not achieving a financially secure retirement compared to men. This study covers research of more than 3,000 women workers in the U.S. and provides insights to their retirement outlook. 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.

Survey Report

Press Release - November 14, 2019

Fact Sheet

Retirees Survey (2018)

18th Annual Retirement Survey (2017)

A Compendium of Findings About American Workers - 18th Annual Survey (2017) - Full Survey Results

Complete results from the 18th Annual Survey. The worker report includes trend data and comparisons by company size, generation, gender, household income, educational attainment, and race/ethnicity, which are also available as separate reports..

A Compendium of Findings of American Workers - Full Report

Press Release - June 27, 2018

Influences of Gender on Retirement Readiness - Excerpt

Here and Now: How Women Can Take Control of Their Retirement

In conjunction with National Women’s History Month which corresponds with International Women’s Day on, March 8, TCRS highlights findings from its 18th Annual Transamerica Retirement Survey of Workers. 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 covers research of more than 3,900 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.

Here and Now: How Women Can Take Control of Their Retirement - Press Release - March 5, 2018

Here and Now: How Women Can Take Control of Their Retirement - Report

Here and Now: How Women Can Take Control of Their Retirement - Fact Sheet

17th Annual Retirement Survey (2016)

Seventeen Facts About Women's Retirement Outlook

In conjunction with National Women’s History Month which corresponds with International Women’s Day on, March 8, TCRS highlights findings from its 17th Transamerica Retirement Survey of Workers. TCRS research finds that women have unique challenges - and opportunities - in preparing for retirement.

Seventeen Facts About Women's Retirement Outlook Report

Press Release - March 1, 2017

Fact Sheet

Retirement Savings Among Women 2017

Women's Retirement Plan Participation 2017

Women Retiring After Age 65 - 2017

Emergency Savings Among Women 2017

Women Having a Financial Backup Plan 2017

Saver's Credit Awareness Among Women 2017

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.

Report Excerpt on Influences of Gender on Retirement Readiness

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.

Sixteen Facts About Women's Retirement Report

Press Release - March 1, 2016

Fact Sheet

Retirement Confidence of Women Infographic

Women Retiring Past Age 65 Infographic

Women Working in Retirement Infographic

Women Offered a Retirement Plan Infographic

Women Working Part Time Infographic

Global Study - Busy Women and Retirement Planning

Global Research - "I always save for retirement" infographic

Global Research - Women Workers' Outlook on Future Retirement Infographic

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.

Influences of Gender on Retirement Preparations - Excerpt

Retirees Survey (2015)

15th Annual Retirement Survey (2014)

Fifteen Facts About Women's Retirement Outlook

In celebration of International Women's Day, TCRS lays out 15 facts about women's retirement preparedness and outlook, and recommends seven steps to help improve it.

Report

Fact Sheet

Press Release - March 3, 2015

Global Awareness Sheet - "I always save for retirement"

Global Awareness Sheet - "Future Generations of Retirees Will Be Worse Off

A Compendium of Findings About American Workers -- 15th Annual Survey (2014) - Full Survey Results

Complete results from the 15th Annual Survey. The worker report includes trend data and comparisons by company size, generation, gender, household income, educational attainment, and ethnicity/race, which are also available as excerpts.

Influences of Gender on Retirement Preparations - Excerpt

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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