Emerging from the Economic Storm:

Retirement Plans in the United States, 2007-2012

A new White Paper evaluates how American workers and company-sponsored retirement plans have fared during these past five difficult years, and brings to light opportunities to improve our current retirement system. more...

Survey Snapshot

10,000 Baby Boomers Turn 65 Every Day. But Are They Ready to Retire?

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Fewer than 1 in 10 Baby Boomers strongly agree that they are building a large enough nest egg. Additionally, more...

Global Retirement Survey

The Changing Face of Retirement

report coverThe Transamerica Center for Retirement Studies® in collaboration with Aegon conducted this study in 12 countries to help workers, employers and governments work together to increase levels of retirement readiness across the globe. more...

Juggling Current Needs and Long-Term Security:
Every Woman Needs Her Own Retirement Strategy

The annual Transamerica Retirement Study found that nearly half of working women don't have a retirement strategy. This report was created to shed light on women's attitudes and behaviors related to saving and planning for retirement and outlines key steps that can be taken to help women attain a more secure retirement. more...

In-Plan Roth Conversions and the American Taxpayer Relief Act of 2012

On January 2, 2013, President Obama signed the American Taxpayer Relief Act of 2012 ("Act"). Section 902 of the Act expanded the availability of in-plan Roth conversions, effective for conversions made after December 31, 2012. In-plan Roth conversions may now be made from any non-Roth vested account, without requiring that the amount being converted must be eligible for distribution and rollover from the plan. more...

Spotlight on the Saver's Credit

TCRS published this article to help increase public awareness of the Saver's Credit, an important tax credit for low- to moderate-income workers. more...


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, investment or legal advice. This material is provided for informational purposes only and should not be construed as ERISA, tax, investment 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.