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: A Compendium About U.S. Workers' Retirement Outlook

The Compendium examines demographic disparities across 35+ indicators of retirement readiness across employment status (full-time and part-time), household income, educational attainment, urbanicity, caregiver status, LGBTQ+ status, and race/ethnicity including White, Black/African American, Hispanic, and Asian/Pacific Islanders (AAPI). It also offers priorities for policymakers for improving retirement security for all Americans. This research report is based on the 22nd Annual Retirement Survey. 

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. 

20th Annual Retirement Survey (2019-2020)


19th Annual Retirement Survey (2018)

A Compendium of Findings About U.S. Workers

The Compendium provides in-depth perspectives on retirement. This extensive report offers 30+ key indicators of retirement readiness, preparations and attitudes among workers by employment status (full-time, part-time), generation, gender, household income, level of education, and race/ethnicity.
 

Retirees Survey (2018)


18th Annual Retirement Survey (2017)

A Compendium of Findings About American Workers - 18th Annual Survey (2017) - Full Survey Results

Complete results from the 18th Annual Survey. The worker report includes trend data and comparisons by company size, generation, gender, household income, educational attainment, and race/ethnicity, which are also available as separate reports..

17th Annual Retirement Survey (2016)

A Compendium of Findings About American Workers - 17th Annual Survey (2016) - Full Survey Results

Complete results from the 17th Annual Survey. The worker report includes trend data and comparisons by company size, generation, gender, household income, educational attainment and ethnicity, which are also available as excerpts.

16th Annual Retirement Survey (2015)

A Compendium of Findings About American Workers

A Compendium of Findings About American Workers -- 16th Annual Survey (2015) - Full Survey Results
Complete results from the 16th Annual Survey.  The worker report includes trend data and comparisons by company size, generation, gender, household income, and educational attainment, which are also available as excerpts.
 

Retirees Survey (2015)


15th Annual Retirement Survey (2014)

A Compendium of Findings About American Workers -- 15th Annual Survey (2014) - Full Survey Results

Complete results from the 15th Annual Survey.  The worker report includes trend data and comparisons by company size, generation, gender, household income, educational attainment, and ethnicity/race, which are also available as excerpts.

14th Annual Retirement Survey (2013)

Unlocking Secrets of Retirement Readiness: Meet the Everyday People Who Are 'Power Planners'

The latest survey found that retirement confidence is on the rise, but that there are many Americans who remain unready for retirement.  However, the research also discovered five segments of 'Power Planners' who are on the road to retirement readiness and can serve as a source of inspiration for others.

14th Annual Survey (2013) - Full Survey Results

Complete results from the 14th Annual survey.  The worker report includes trend data and comparisons by age, gender, generation, household income, and participation in a retirement plan.  The employer report includes trend data and comparisons by company size.


13th Annual Retirement Survey (2012)

13th Annual Survey (2012) - Full Survey Results

Complete results from the 13th Annual survey.  The worker report includes trend data and comparisons by age, gender, generation, household income, and participation in a retirement plan.  The employer report includes trend data and comparisons by company size.


12th Annual Retirement Survey (2011)

A Source of Inspiration: Future Early Retirees (Worker Survey)

Relying on Social Security in Retirement

Out of Work in America (Unemployed/Underemployed Survey)

The New Retirement: Working (Worker Survey Results)


11th Annual Retirement Survey (2009-2010)

A Tale of Two Retirements: The Importance of Employee-Funded Retirement Plans in the Workplace


10th Annual Retirement Survey (2008-2009)


9th Annual Retirement Survey (2007)

Building Retirement Confidence — Household Income

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