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8th Annual Transamerica Retirement Survey (PDF)

134 pages. Excerpt: For the past seven years, the Transamerica Center for Retirement Studies has conducted a national survey of U.S. business employers and workers regarding their attitudes toward retirement. The research emphasizes employer-sponsored retirement plans, issues faced by small to mid-sized companies and their employees, and the implications of legislative and regulatory changes.

9th Annual Transamerica Retirement Survey (PDF)

30 pages. Excerpt: For the past eights years, the Transamerica Center for Retirement Studies has conducted a national survey of U.S. business employers and workers regarding their attitudes toward retirement. The research emphasizes employer-sponsored retirement plans, issues faced by small- to mid-sized companies and their employees, and the implications of legislative and regulatory changes.

9th Annual Transamerica Retirement Survey - Results from Employers (PDF)

160 pages. Excerpt: Since 1998 Transamerica has conducted a national phone survey of U.S. business employers and employees regarding their attitudes toward retirement. The overall goals for the study are to illuminate emerging trends, promote awareness, and help educate the public. Harris Interactive was commissioned to conduct the 9th Annual Retirement Survey for Transamerica Center for Retirement Studies. Where appropriate, questions were tracked and some new questions were added to investigate new topics of interest. This report represents the findings for employers. A document for employees is issued as a separate report.

9th Annual Transamerica Retirement Survey - Workforce Survey Results (PDF)

83 pages. Excerpt: Harris Interactive was commissioned to conduct the 9th Annual Retirement Survey for Transamerica Center for Retirement Studies.... This report represents the findings for workers. Separate survey reports will be issued for employers of for-profit corporations as well as full-time workers of non-profit organizations.

Transamerica Study Finds Rising Employer Optimism and Renewed Commitment to Retirement Benefits (PDF)

52 pages. 'The 12th Annual Transamerica Retirement Survey found that for the first time since the recession began, rising employer confidence is accompanied by an increase in enhancements to retirement benefits as well as reinstatement of benefits that had been suspended.... [S]mall employers continue to struggle to provide retirement benefits and educational tools to their employees in comparison to their larger counterparts.

Employers: The Retirement Security Challenge -- 19th Annual Transamerica Retirement Survey (PDF)

68 presentation slides.  "At a time, when fewer than one in five workers (18 percent) are very confident they will be able to fully retire with a comfortable lifestyle and a similar percentage of employers (17 percent) are very confident that their employees will be able to achieve a financially secure retirement, this report highlights opportunities for employers to do even more to help their employees prepare for retirement."

Helping Pre-Retirees Improve Their Retirement Outlook (PDF)

5 pages. Excerpt: The Tenth Annual Transamerica Retirement Survey1, conducted by the Transamerica Center for Retirement Studies, provides insights to the challenges faced by pre-retirees. It also highlights opportunities to help pre-retirees recover from declines in savings balances and improve their chances of achieving a financially secure retirement.

24th Annual Transamerica Retirement Survey: Retiree Life in the Post-Pandemic Economy (PDF)

77 pages. "More than four in five retirees (86%) cite positive word associations with the word 'retirement,' while 37% cite negative word associations.... Their top two priorities in life are enjoying life (70%) and being healthy and fit (67%).... Most retirees (65%) say their standard of living has stayed the same since retiring.... More than one in three retirees (37%) are currently serving and/or have served as a caregiver for a family member or friend since retiring[.]"

The Retirement Outlook of the American Middle Class: 24th Annual Transamerica Retirement Survey (PDF)

96 pages. "People in the middle class have saved $8,000 (median) in emergency savings as of late 2023.... The top five greatest retirement fears among people in the middle class include outliving their savings and investments (40%), declining health that requires long-term care (40%), Social Security will be reduced or cease to exist in the future (39%), cognitive decline, dementia, Alzheimer's disease (33%), and possible long-term care costs (32%) ... Almost seven in 10 people in the middle class (69%) are confident that they will be able to fully retire with a comfortable lifestyle[.]"

The 12th Annual Transamerica Retirement Survey: Women (PDF)

This report focuses on full-time and part-time women workers combined.