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)

How to Claim the Saver's Credit

Only 47 percent of workers are aware of the IRS Saver's Credit, according to the 24th Annual Transamerica Survey. This little little-known tax credit makes it more affordable for eligible taxpayers to save for retirement in a 401(k), 403(b), or similar employer-sponsored retirement plan; a traditional or Roth IRA, or an ABLE account. 

23rd Annual Transamerica Retirement Survey (2022)

A Compendium of Demographic Influences on Retirement Security

The Compendium Report examines demographic disparities across 25+ indicators of retirement readiness across the general population, household income, urbanicity, race and ethnicity including White, Black/African American, Hispanic, and Asian American/Pacific Islanders (AAPI), women and men, and LGBTQ+ status. This research report is based on the 23rd Annual Retirement Survey. 

23 Facts About Women's Retirement Outlook

Today’s women are better educated and enjoy career opportunities that were unimaginable 50 years ago. Despite this progress, the gender retirement gap persists. Women lag behind men when it comes to saving and planning for retirement. Based on the 23rd Annual Transamerica Retirement Survey, this report illustrates issues how women workers employed by for-profit companies are juggling competing priorities and financially preparing for the future.

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. 

Post-Pandemic Realities: The Retirement Outlook of the Multigenerational Workforce

Today’s multigenerational workforce is contending with the persisting post-pandemic hangover and hurdles to their future retirement. This research report examines the employment, finances, health and well-being, and retirement planning of Generation Z, Millennials, Generation X, and Baby Boomers. It outlines the shifting retirement landscape and recommendations for workers, employers, and policymakers.

Stepping Into the Future: Employers, Workers, and the Multigenerational Workforce

Employers are adapting to the new future of work to stand out in an evolving workplace landscape. This research report examines employers’ benefit offerings, identifies employees unmet needs, and outlines recommendations for employers such as best practices for the multigenerational workforce and changes to retirement savings plans from the SECURE 2.0 Act of 2022. It offers insights by company size based our 2022 survey of more than 1,800 employers of for-profit U.S. companies with one or more employees and it features select comparisons with a survey of more than 5,700 workers in for-profit companies.

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)

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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