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.

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.

Retirement Security Amid COVID-19: The Outlook of Three Generations

Workers across generations are at risk of not achieving a financially secure retirement — an issue of major concern long before the coronavirus pandemic. Now, the negative economic effects of the pandemic are further threatening retirement savings and security. The financial vulnerabilities among workers across all generations are becoming clear and TCRS offers suggestions for improving their retirement security. 

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.

19th Annual Retirement Survey (2018)


Retirees Survey (2018)


18th Annual Retirement Survey (2017)


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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