Our Organization

Transamerica Institute^® is a nonprofit, private foundation. Our mission is to empower people to make informed decisions about matters that can enhance their lives. In pursuing our mission, our vision is to identify, research, and educate the public about retirement security and the intersections of health and financial well-being. Specific areas of focus include health and wellness, employment, caregiving, financial literacy, positive longevity, and retirement. Our values are based on the premise that everyone deserves the opportunity to thrive.

Transamerica Institute is the parent organization of Transamerica Center for Retirement Studies^® (TCRS) which focuses on trends, issues, and opportunities related to saving and planning for retirement and achieving financial security in retirement.

Transamerica Institute and TCRS engage the public through a website and social media channels, the publication of research findings and educational content, a podcast, and collaborations with academics, nonprofits, and other organizations that share a passion for improving lives.

Transamerica Institute and TCRS are propelled by the certainty that each person has the ability to take charge of their own future through education, empowerment, and informed decision-making.

Transamerica Institute’s origins date back to the late 1990s. The Annual Retirement Survey began in 1998 and, in 2002, TCRS was established as a platform for the survey and outreach activities. In 2007, TCRS incorporated as a nonprofit, private foundation. In 2013, the organization expanded into Transamerica Institute and broadened its scope, and TCRS became an operating division of it.

Transamerica Institute is funded by contributions from Transamerica Life Insurance Company and its affiliates. The information provided on this website is for educational purposes only and should not be construed as insurance, securities, ERISA, tax, investment, legal, medical, or financial advice or guidance. Please consult independent professionals for answers to your specific questions.

Content previously published by Transamerica Center for Health Studies^® has been rebranded as Transamerica Institute and can be found on this website. This content includes health care guides, workplace wellness studies, cookbooks, and more.