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)

Workplace Transformations: Employer Business Practices and Benefit Offerings

Robotics and artificial intelligence are revolutionizing the business world, but human workers are critically needed. This research report examines employers' workforce management priorities, business practices, and benefit offerings as new technology revolutionizes the business world. Based on the 24th Annual Retirement Survey, it provides an analysis by company size across more than 1,800 for-profit U.S. employers and additional comparisons across more than 5,700 workers of for-profit companies.

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)


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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