NEW! Special Edition Retirement Survey

The Transamerica Center for Retirement Studies has conducted a special edition survey to gauge how retirement confidence has changed over the past year and to find out what Americans think the next President and Congress should focus on to help improve their ability to achieve a financially secure retirement.

• Press Release
• Survey Report

9th Annual Transamerica Retirement Survey

Are Americans doing enough to prepare for retirement? Now in its ninth year, the Transamerica Retirement Survey is a leading source of information on the current state of retirement savings among the American workforce and employer-sponsored retirement plans.

Building Retirement Confidence

Learn how retirement confidence has declined and gain insights how American workers can better their chances for achieving a financially secure retirement.

• Press Release
• Survey Results by Household Income

Spotlight on Single Women in the U.S.A.

Gain insights about the financial realities single women in the U.S.A. are facing and what they can do to achieve a higher level of financial security in retirement.

• Press Release
• View or Download Report

Spotlight on the Saver’s Credit

Transamerica Center applauds IRS efforts to generate awareness and increase use. Learn more about the Saver's Credit and how to claim it.

• Press Release
• Matte Release

Detailed Survey Findings

Learn the details about the how employers view company-sponsored retirement benefits and how workers are preparing for retirement.

• Employer Survey Results
• Workforce Survey Results 
   

Legislative Ledger

Our experts have closely followed legislative and regulatory activity in order to provide informed perspectives to small business owners and their retirement plan advisors. Click here to read all legislative updates or view some of our latest updates: 

• The Worker, Retiree, and Employer Recovery Act of 2008 – DefinedContribution-Related Provisions
  
  
• Relief from Immediate Compliance With 403(b) Written Plan Requirement
  
  
• Proposed Regulations on the Consequences of Failing to Defer Receipt of Qualified Retirement Plan Distributions and Expansion of Notice Period for Certain Notices
   
• IRS Pension Plan Limitations through 2009
  
  
• Department Of Labor Proposed Regulations On Investment Advice And Proposed Class Exemption From The ERISA Prohibited Transaction Rules
  
  
• Department Of Labor Proposed Regulations On Participant Fee Disclosure
  
  
• Reasonable Good Faith Interpretation of Required Minimum Distribution Rules by Governmental Plans
  
  
• Department of Labor Makes Technical Corrections to QDIA Final Regulations
  
  
• IRS Provides Guidance on Distribution- Related Provisions of PPA That Are Effective in 2008

Investment Calculators

How much money will you need when you retire? Are you saving towards the purchase of a home or other major financial goal? 

Establishing financial goals is much easier when you have the right information. Use our investment calculators to help you determine how much you will need to start saving today in order to reach your retirement goal. View our investment calculators.