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)

Emerging From the COVID-19 Pandemic: Women's Money, Health, and Retirement Preparations

Women face a risky retirement outlook due to societal headwinds such as the gender pay gap and time out of the workforce for parenting and caregiving. Based on the 22nd Annual Retirement Survey, this report examines the experiences of women employed by for-profit companies, and the impacts of the pandemic on their health, employment, financial well-being, and retirement preparedness.

How to Claim the Saver's Credit

Fewer than half (48 percent) of U.S. workers are aware of a tax credit that may help them save for retirement, according to the 22nd Annual Transamerica Retirement Survey. Also referred to as the Retirement Savings Contributions Credit by the Internal Revenue Service (IRS), the Saver’s Credit is available to millions of eligible taxpayers who are saving for retirement. 

21st Annual Retirement Survey (2020)

A Compendium of Findings About the Retirement Outlook of U.S. Workers

The 2021 Compendium examines 35 key indicators of retirement readiness across demographic groups such as employment status, work arrangements, urbanicity, household income, race/ethnicity, LGBTQ+ status, and caregiver status. 

Life in the COVID-19 Pandemic: Women's Health, Finances, and Retirement Outlook

Despite recent progress in gender equality, women continue to be at risk of not achieving a financially secure retirement than men. This report examines the pandemic's impact on women's health, financial well-being, and retirement preparations.

Living in the COVID-19 Pandemic: The Health, Finances, and Retirement Prospects of Four Generations

Workers are living through a public health crisis and coping with concerns ranging from health and family to employment and finances. This report examines the experiences four generations – Generation Z, Millennials, Generation X, and Baby Boomers – and the impacts of the pandemic on their health, employment, financial well-being, and their ability their ability to save and invest for retirement.

Navigating the Pandemic: A Survey of U.S. Employers

The pandemic has upended the U.S. economy, yet employers are findings ways to support their employees during this challenging time. As a collaboration between TCRS and nonprofit Transamerica Institute, this report examines what companies are doing differently amid the coronavirus pandemic to support their employees' health, financial security, and general well-being.

20th Annual Retirement Survey (2019-2020)

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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