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)

22nd Annual Transamerica Retirement Survey (2021)

21st Annual Retirement Survey (2020)

20th Annual Retirement Survey (2019-2020)

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)

A Retirement Security Retrospective: 2007 Versus 2017

The Great Recession officially lasted from December 2007 to June 20091 but its after effects continue to linger today. Questions continue to be asked about the status of the recovery among employers and workers. How has retirement security changed? What are areas in need of improvement? TCRS prepared this report based on findings from its annual retirement survey of workers and employers to help answer these questions.

Striking Similarities and Disconcerting Disconnects: Employers, Workers, and Retirement Security

As part of its 18th Annual Retirement Survey, TCRS surveyed 1,825 employers of for-profit companies with five or more employees to learn how they are helping their employees prepare for retirement. The study also provides context by comparing the employer survey findings with TCRS’ survey of 6,372 workers.

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..

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.

Savers Credit

Almost two in three American workers are unaware of the Saver's Credit, according to the 18th Annual Transamerica Retirement Survey. Learn more about this tax credit for eligible taxpayers who save for retirement in a 401(k), 403(b), or similar employer-sponsored retirement plan; or a traditional or Roth IRA.

17th Annual Retirement Survey (2016)

16th Annual Retirement Survey (2015)

Retirees Survey (2015)

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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