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)

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)

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.

A Compendium of Findings of American Workers Report

Press Release - December 14, 2016

Report Excerpt on Influences of Company Size on Retirement Readiness

Report Excerpt on Influences of Education on Retirement Readiness

Report Excerpt on Influences of Ethnicity on Retirement Readiness

Report Excerpt on Influences of Gender on Retirement Readiness

Report Excerpt on Influences of Generation on Retirement Readiness

Report Excerpt on Influences of Household Income on Retirement Readiness

Infographic of Retirement Priorities for the Next President and Congress - All Workers

Infographic of Retirement Priorities for the Next President and Congress - Baby Boomers

Infographic of Retirement Priorities for the Next President and Congress - Generation X

Infographic of Retirement Priorities for the Next President and Congress - Millennials

Savers Credit

Learn more about the Saver's Credit, an IRS tax credit for eligible taxpayers who save for retirement in a 401(k), 403(b), or similar employer-sponsored retirement plan; a traditional or Roth IRA; or a new myRA. TCRS research finds that only one in three workers are aware of the credit.

Press Release - February 9, 2017

Perspectives on Retirement: Baby Boomers, Generation X, and Millennials

The retirement landscape is ever-evolving. Societally, as the way that we live and work continues to change, we should expect widely held assumptions about retirement to change. Our research examines three generations currently represented in the workforce: Baby Boomers, Generation X, and Millennials. The landscape is now changing so rapidly that it is clear that their retirements will be different from their parents’ generation and from each other’s as well.

Perspectives on Retirement:Baby Boomers, Generation X, and Millennials Report

Press Release - August 23, 2016

Infographic - Perspectives on Retirement Among Three Generations

Infographic - Perspectives on Retirement Among Millennials

Infographic - Persepctives on Retirement Among Generation X

Infographic - Perspectives on Retirement Among Baby Boomers

16th Annual Retirement Survey (2015)

The Current State of 401(k)s - The Employer Perspective

TCRS' new research among employers offers an overview of retirement plan sponsorship rates, comparisons by company size, and includes worker insights. Coincident with the release of the new report, on behalf of TCRS and Transamerica Institute, Catherine Collinson has been invited to share the findings and other research before the U.S. Senate Special Committee on Aging’s hearing titled, “Closing the Gap: Innovations to Promote Americans’ Retirement Security.”

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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8 Ways the SECURE 2.0 Act of 2022 Enhances Retirement Security
Press Release

The Saver’s Credit: A Tax Credit That Pays to Save for Retirement
Report