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.

24th Annual Transamerica Retirement Survey (2023)

23rd Annual Transamerica Retirement Survey (2022)

Life in Retirement: Pre-Retiree Expectations and Retiree Realities

Retirees and pre-retirees face longevity risks from declining finances and deteriorating health in older age, as they navigate a turbulent post-pandemic economy. Despite these challenges, they are living happy, purposeful albeit financially vulnerable lives. Based on the 23rd Annual Transamerica Retirement Survey, this report explores their visions of aging and retirement, when and how retirement happens, life in retirement and their financial situation. 

22nd Annual Transamerica Retirement Survey (2021)

21st Annual Retirement Survey (2020)

20th Annual Retirement Survey (2019-2020)

Retirees and Retirement Amid COVID-19

Many retirees had a fragile financial picture before the pandemic, and are now even more vulnerable. While most retirees weren't working before the pandemic, and thus are better able to weather the storm, many would be unable to pay large out-of-pocket costs if they were hit with unexpected bills. This research report is based on a survey conducted in late 2019 and offers comparisons with a supplemental survey conducted in June 2020. 

19th Annual Retirement Survey (2018)

Retirees Survey (2018)

A Precarious Existence: How Today’s Retirees Are Financially Faring in Retirement

An examination of today's retirees and how they are faring in retirement, looking at where they are successful and where there is opportunity to improve their financial well-being.

18th Annual Retirement Survey (2017)

17th Annual Retirement Survey (2016)

16th Annual Retirement Survey (2015)

The Current State of 401(k)s - The Employer Perspective

TCRS' new research among employers offers an overview of retirement plan sponsorship rates, comparisons by company size, and includes worker insights. Coincident with the release of the new report, on behalf of TCRS and Transamerica Institute, Catherine Collinson has been invited to share the findings and other research before the U.S. Senate Special Committee on Aging’s hearing titled, “Closing the Gap: Innovations to Promote Americans’ Retirement Security.”

Retirees Survey (2015)

The Current State of Retirement: Pre-Retiree Expectations and Retiree Realities

This new research examines the retirement outlook of age 50+ workers with the actual experiences of retirees

15th Annual Retirement Survey (2014)

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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