TCRS Annual Retirement Survey

The Transamerica Annual Retirement Survey is now in its 18th 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 company size, gender, generation, household income, education and race/ethnicity. Findings of employers are examined on company size. 


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..

Wishful Thinking or Within Reach? Three Generations Prepare for “Retirement”

The 18th annual survey of more than 6,000 workers across the country examines the retirement-related promises and pitfalls faced by Baby Boomers, Generation X, and Millennials. The survey finds workers are planning to live long lives with visions of a “retirement” that includes both work and personal interests – but with obstacles negatively impacting their ability to achieve success.

17th Annual Retirement Survey (2016)

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)

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.
 

Retirement Throughout the Ages: Expectations and Preparations of American Workers

As part of the 16th Annual Transamerica Retirement Survey, this report examines current expectations and preparations among American workers in their twenties, thirties, forties, fifties, and sixties and older.

Retirees Survey (2015)


15th Annual Retirement Survey (2014)

Baby Boomer Workers Are Revolutionizing Retirement: Are They and Their Employers Ready?

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.

Generation X Workers - The 401(k) Generation

Generation X workers are facing formidable uncertainties about their future retirement. This “401(k) Generation” joined the workforce as 401(k)s were being introduced, and many of them are saving for retirement through such plans.  However, the study reveals that current levels of savings may not be enough, and offers recommendations to help improve the retirement readiness outlook for Gen Xers.

Millennial Workers - An Emerging Generation of Super Savers

Millennial workers are engaged in retirement saving and planning, and appear to be an emerging generation of super savers. As part of the 15th Annual Transamerica Retirement Survey, this report examines Millennials' attitudes and retirement readiness.

The Retirement Readiness of Three Unique Generations

As part of the 15th Annual Transamerica Retirement Survey, this report examines current trends among American workers and compares the retirement outlooks of Baby Boomers, Generation X, and Millennials.


14th Annual Retirement Survey (2013)

Unlocking Secrets of Retirement Readiness: Meet the Everyday People Who Are 'Power Planners'

The latest survey found that retirement confidence is on the rise, but that there are many Americans who remain unready for retirement.  However, the research also discovered five segments of 'Power Planners' who are on the road to retirement readiness and can serve as a source of inspiration for others.

14th Annual Survey (2013) - Full Survey Results

Complete results from the 14th Annual survey.  The worker report includes trend data and comparisons by age, gender, generation, household income, and participation in a retirement plan.  The employer report includes trend data and comparisons by company size.


13th Annual Retirement Survey (2012)

Emerging from the Economic Storm: Retirement Plans in the United States, 2007-2012

This report evaluates how American workers and company-sponsored retirement plans have fared during these five difficult years of recession and brings to light opportunities to improve the current retirement system.

Juggling Current Needs and Long-Term Security: Every Woman Needs Her Own Retirement Strategy

The annual Transamerica Retirement Study found that nearly half of working women don’t have a retirement strategy.  This report was created to shed light on women’s attitudes and behaviors related to saving and planning for retirement and outlines key steps that can be taken to help women attain a more secure retirement.

10,000 Baby Boomers Turn 65 Every Day Infographic

Fewer than 1 in 10 Baby Boomers strongly agree that they are building a large enough nest egg.

Weathering the Economic Storm: Retirement Plans in the U.S., 2007-2012

This report evaluates how American workers and company-sponsored retirement plans have fared during these five difficult years of recession, and brings to light opportunities to improve the current retirement system.

13th Annual Survey (2012) - Full Survey Results

Complete results from the 13th Annual survey.  The worker report includes trend data and comparisons by age, gender, generation, household income, and participation in a retirement plan.  The employer report includes trend data and comparisons by company size.


12th Annual Retirement Survey (2011)

Relying on Social Security in Retirement

The New Retirement: Working (Worker Survey Results)


11th Annual Retirement Survey (2009-2010)

A Tale of Two Retirements: The Importance of Employee-Funded Retirement Plans in the Workplace


10th Annual Retirement Survey (2008-2009)


9th Annual Retirement Survey (2007)

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