Emerging From the COVID-19 Pandemic: Women's Money, Health, and Retirement Preparations

Women face a risky retirement outlook due to societal headwinds such as the gender pay gap and time out of the workforce for parenting and caregiving. Based on the 22nd Annual Retirement Survey, this report examines the experiences of women employed by for-profit companies, and the impacts of the pandemic on their health, employment, financial well-being, and retirement preparedness.

Life in the COVID-19 Pandemic: Women's Health, Finances, and Retirement Outlook

Despite recent progress in gender equality, women continue to be at risk of not achieving a financially secure retirement than men. This report examines the pandemic's impact on women's health, financial well-being, and retirement preparations.

Retirement Security: A Compendium of Findings About U.S. Workers

The Compendium examines the impact of the coronavirus pandemic and offers 25+ indicators of retirement readiness across employment status, urbanicities, LGBTQ status, level of educational attainment, generation, gender, and race/ethnicity. It also offers priorities for policymakers for improving retirement security for all Americans. This research report is based on a survey conducted in late 2019 and offers comparisons with a supplemental survey conducted in October 2020. 

Women and Retirement: Risks and Realities Amid COVID-19

This extensive report presents from finding from surveys conducted in late 2019, and June 2020, as part of our 20th Annual Transamerica Retirement Survey. Women continue to be at greater risk than men of not achieving a financially secure retirement. This report examines women’s finances before and during the pandemic, and their expectations about retirement, and includes comparisons with men. The report offers actionable recommendations for improving outcomes in women’s long-term retirement preparedness.

Nineteen Facts About Women and Retirement

As part of its 19^th Annual Transamerica Retirement Survey of Workers, TCRS examines women’s retirement preparedness. This is the 14^th year that TCRS has published research showing that women are at a greater risk of not achieving a financially secure retirement compared to men. This study covers research of more than 3,000 women workers in the U.S. and provides insights to their retirement outlook. With this study, TCRS aims to raise awareness of the retirement risks that women face and highlight opportunities where women can take greater control of their long-term financial security. 

Here and Now: How Women Can Take Control of Their Retirement

In conjunction with National Women’s History Month which corresponds with International Women’s Day on, March 8, TCRS highlights findings from its 18th Annual Transamerica Retirement Survey of Workers. TCRS has published research for more than a decade showing that women are at a greater risk of not achieving a financially secure retirement compared to men. This study covers research of more than 3,900 women workers in the U.S. and shines a light on their current retirement preparedness and outlook for their own retirement. With this study, TCRS aims to raise awareness of the retirement risks that women face and highlight opportunities where women can take greater control of their long-term financial security.

Seventeen Facts About Women's Retirement Outlook

In conjunction with National Women’s History Month which corresponds with International Women’s Day on, March 8, TCRS highlights findings from its 17th Transamerica Retirement Survey of Workers. TCRS research finds that women have unique challenges - and opportunities - in preparing for retirement.

Sixteen Facts About Women's Retirement Outlook

TCRS has published research for more than a decade showing that women are at a greater risk of not achieving a financially secure retirement compared to men. This study, based on the 16th Annual Transamerica Retirement Survey, covers research of more than 2,400 women workers in the U.S. and shines a light on their current retirement preparedness and outlook for their own retirement. With this study, TCRS aims to raise awareness of the retirement risks that women face and highlight opportunities where women can take greater control of their long-term financial security.

Retirement Throughout the Ages: Expectations and Preparations of American Workers

As part of the 16th Annual Transamerica Retirement Survey, this report examines current expectations and preparations among American workers in their twenties, thirties, forties, fifties, and sixties and older.

Fifteen Facts About Women's Retirement Outlook

In celebration of International Women's Day, TCRS lays out 15 facts about women's retirement preparedness and outlook, and recommends seven steps to help improve it.

Behavioral finance and pension decisions, by Lampros Romanos

An extensive literature review and a focused analysis on how framing effects, financial literacy, self-control and loss aversion affect pension decisions

The Retirement Readiness Challenge: Five Ways Employers Can Improve Their 401(k)s

Generation X Workers - The 401(k) Generation

Generation X workers are facing formidable uncertainties about their future retirement. This “401(k) Generation” joined the workforce as 401(k)s were being introduced, and many of them are saving for retirement through such plans.  However, the study reveals that current levels of savings may not be enough, and offers recommendations to help improve the retirement readiness outlook for Gen Xers.

Millennial Workers - An Emerging Generation of Super Savers

Millennial workers are engaged in retirement saving and planning, and appear to be an emerging generation of super savers. As part of the 15th Annual Transamerica Retirement Survey, this report examines Millennials' attitudes and retirement readiness.

The Retirement Readiness of Three Unique Generations

As part of the 15th Annual Transamerica Retirement Survey, this report examines current trends among American workers and compares the retirement outlooks of Baby Boomers, Generation X, and Millennials.

Fourteen Facts About Women's Retirement Outlook

In celebration of International Women's Day, TCRS highlights 14 facts about women's retirement outlook and seven steps to help improve it.

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.

Emerging from the Economic Storm: Retirement Plans in the United States, 2007-2012

This report evaluates how American workers and company-sponsored retirement plans have fared during these five difficult years of recession and brings to light opportunities to improve the current retirement system.

A "Perfect" 401(k) Plan