Welcome to the Transamerica Center for Retirement Studies®
("The Center"), a center for the study of retirement trends and
issues facing the American workforce.

10th Annual Retirement Survey

Worker Preferences for 401(k) Fee Disclosure 

The topic of fee disclosures in 401(k) plans has recently garnered much attention in the government, media, and retirement industry. Findings from the 10th Annual Retirement Survey help to illustrate current levels of awareness of 401(k) fees, employer and worker preferences for receiving information about fees, and opportunities for increasing awareness.

Overview of Survey Findings

How has the retirement outlook of American workers’ been impacted by the recent economic downturn? Now in its tenth year, the Transamerica Retirement Survey is a leading source of information on the current state of retirement savings among the American workforce and employer-sponsored retirement plans.

Learn how workers’ retirement outlook has been impacted by the recent economic downturn and how employer-sponsored retirement plans continue to play an important role in helping them save for retirement.

Small Business in a Struggling Economy

On February 25, 2009, The Center presented testimony at the hearing entitled, “Drop in Retirement Savings: The Challenges Small Business Face Funding and Maintaining Retirement Plans in a Struggling Economy” that was held by the U.S. House of Representatives Committee on Small Business. Read more.

Special Considerations for Singles

On March 2, The Center was featured on “A Singles Guide to Retirement” in PBS National Business Report’s special series on “Get Your Finances Ready for Retirement.” Watch the video and read highlights for the 10th Annual Transamerica Retirement Survey about singles who are nearing retirement age here:

Click here to watch the video.
Click here to read highlights.


 

Legislative Ledger

Our experts have closely followed legislative and regulatory activity in order to provide informed perspectives to small business owners and their retirement plan advisors. Click here to read all legislative updates or view some of our latest updates: 

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Investment Calculators

How much money will you need when you retire? Are you saving towards the purchase of a home or other major financial goal? 

Establishing financial goals is much easier when you have the right information. Use our investment calculators to help you determine how much you will need to start saving today in order to reach your retirement goal. View our investment calculators.

© 2009 Transamerica Center for Retirement Studies. All Rights Reserved.

The Transamerica Center for Retirement Studies® ("The Center") is a non-profit corporation and private foundation. The Center is funded by contributions from Transamerica Life Insurance Company and its affiliates and may receive funds from unaffiliated third-parties.

The Center and its representatives cannot give ERISA, tax or legal advice. This material is provided for informational purposes only and should not be construed as ERISA, tax or legal advice. Interested parties must consult and rely solely upon their own independent advisors regarding their particular situation and the concepts presented here. Although care has been taken in preparing this material and presenting it accurately,

The Center disclaims any express or implied warranty as to the accuracy of any material contained herein and any liability with respect to it.

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