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)

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.

20th Annual Retirement Survey (2019-2020)

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.

Retirement Security for Women Amid COVID-19

This report presents findings from a short survey conducted in April 2020 and examines women’s retirement preparedness amid the coronavirus pandemic, with comparisons to men. This is the 15th year that TCRS has published research showing that women are at a greater risk of not achieving a financially secure retirement compared to men. 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.

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.
 

Nineteen Facts About Women and Retirement

As part of its 19th Annual Transamerica Retirement Survey of Workers, TCRS examines women’s retirement preparedness. This is the 14th 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. 


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..

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.



17th Annual Retirement Survey (2016)

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.


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)

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.

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)

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.

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)


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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