Transamerica Institute

Name

Transamerica Institute

Legal name

Transamerica Institute

Website

https://transamericainstitute.org

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Retirement and Financial Well-being Research

NAICS

Religious, Grantmaking, Civic, Professional, and Similar Organizations (813), Business, Professional, Labor, Political, and Similar Organizations (8139)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Retirement Income Planning & Decumulation Advisory (FSAEABAD)

akta.pro secondary industry

Arts, Culture & Creative Learning for Seniors (Music, writing, crafts) (EDAAAMAI)

Keywords

• Retirement research surveys
• Financial literacy education
• Workforce benefits research
• Health wellness resources
• Aging longevity research

Headquarters

HQ city

Cedar Rapids

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Foundation Funding: Transamerica Institute is a nonprofit, private operating foundation funded by contributions from Transamerica Life Insurance Company and its affiliates, and may receive funds from unaffiliated third parties.
2. Grants: The organization receives grant funding for specific initiatives, such as the AIMS Colorado project funded by NextFifty Initiative.

Go-to-market motion2 records

Distribution channels5 records

Marketing channels7 records

Core offering

Transamerica Institute is a nonprofit, private operating foundation that conducts research and publishes free educational content on retirement security and the intersections of health and financial well-being. Its flagship offering is the Annual Transamerica Retirement Survey, alongside research reports, guides, a podcast, and workforce initiatives.

Product overview

Transamerica Institute is a nonprofit, private operating foundation that conducts research and publishes educational content focused on retirement security and the intersections of health and financial well-being. Its offerings include the Annual Transamerica Retirement Survey (now in its 26th year), which is one of the largest and longest-running independent retirement studies. The organization produces a portfolio of research reports including the Life and Money retirement trends report, retiree experience surveys, women's retirement outlook reports, and employer/workforce reports. Educational resources include the ClearPath podcast, the Saver's Credit Guide, Health Care Guides covering insurance and mental health topics, and the Healthier Traditions Cookbook series. The AIMS (Age-Inclusive Management Strategies) Initiative provides employers with strategies for recruiting and retaining experienced employees age 50+. All content is published under the Transamerica Institute umbrella, with Transamerica Center for Retirement Studies serving as its primary research division.

Differentiator

Problem solved

Functional benefit

Brands

• ClearPath – Your Roadmap for Life: A podcast offering research-based insights and practical tips related to health and wellness, employment, workforce trends, personal finance, caregiving, longevity, and retirement. Hosted by Al Waller with interviews of Catherine Collinson and Mihaela Robles.

Products and services

• ClearPath – Your Roadmap for Life A podcast offering research-based insights and practical tips related to health and wellness, employment, workforce trends, personal finance, caregiving, longevity, and retirement. Hosted by Al Waller with interviews of Catherine Collinson and Mihaela Robles.
• Annual Transamerica Retirement Survey One of the largest and longest-running independent retirement surveys of its kind, examining savings trends, attitudes, and behaviors among workers and the general population. Now in its 26th year (2026).
• Retirement Realities: The Experience of Retirees Annual report spotlighting the real-life experiences of retirees navigating health, finances, and aging-related issues, based on the 25th Annual Transamerica Retirement Survey conducted in 2024.
• 25 Facts About Women's Retirement Outlook Annual report highlighting key indicators of women's retirement readiness, examining the gender pay gap, caregiving responsibilities, and factors affecting women's financial security in retirement.
• Social Security Turns 90: The Cornerstone of Retirement Income Report examining people's beliefs, expectations, and reliance on Social Security as it commemorates its 90th anniversary, with findings from the 25th Annual Transamerica Retirement Survey.
• Life and Money: Retirement Security in the USA Comprehensive retirement trends report providing a 2020 to 2025 trend analysis of 10 indicators of retirement security, based on the Annual Transamerica Retirement Survey conducted among more than 60,000 U.S. residents.
• Employers, Workers, and the New World of Work Report comparing employer perceptions versus worker realities across workforce priorities, experiences, and benefit offerings, with a focus on AI and technology adoption in the workplace.
• Saver's Credit Guide Guide explaining the Saver's Credit, a non-refundable IRS tax credit for retirement savers, including eligibility requirements, income thresholds, and step-by-step instructions for claiming the credit.
• Health Care Guides Collection of health care coverage guides covering topics including health insurance, employee benefits, mental health, medical care, Medicare, and health insurance options for various demographics.
• Healthier Traditions Cookbook Series Cookbook series featuring recipes organized by category including Around the World, Quick & Easy, Italian, Soul Food, and American Classic, focused on nutrition and simple ingredient swaps.
• Age-Inclusive Management Strategies (AIMS) Initiative Collaboration between The University of Iowa College of Public Health and Transamerica Institute aimed at fostering age-friendly workplaces and providing up to 40 age-inclusive management strategies for employers to adopt.
• Workplace Wellness Research and Employer Guides Evidence-based workplace wellness research and employer guides developed in partnership with Johns Hopkins University and UC Berkeley, designed to help employers promote employee health and improve productivity.

Quantifiable outcome

• 66% of Americans are confident in their ability to have a comfortable retirement (unchanged from 2020 to 2025)
• +3 more outcomes

Named customers5 records

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Seven partnerships are on record, tiered core, flagship and minor.

• University of Iowa College of Public HealthcoreStrategic or Co-development PartnerCollaboration between The University of Iowa College of Public Health and Transamerica Institute on the Age-Inclusive Management Strategies (AIMS) initiative. The partnership aims to elevate age-friendly workplaces and foster a nationwide transformation. The university provides research expertise and academic credibility through faculty including Professor Brian Kaskie who led survey research on Colorado employers.
• Johns Hopkins Bloomberg School of Public HealthflagshipStrategic or Co-development PartnerEvidence-based workplace wellness research partnership creating employer guides to help employers promote employee health, increase workplace wellness program participation, and improve productivity. The collaboration investigated efficacy and return on investment of workplace programs targeting diabetes and hypertension.
• UC Berkeley Interdisciplinary Center for Healthy WorkplacesflagshipStrategic or Co-development PartnerCollaboration on FINDING FIT: Implementing Workplace Wellness Programs Successfully, an evidence-based workplace wellness technical report and employer guide to help employers promote employee health, increase program participation, and improve productivity.
• WYPR (Baltimore's NPR News Station)coreGTM or Marketing PartnerProduction partnership for the ClearPath – Your Roadmap for Life podcast. WYPR provides podcast production assistance and distribution platform, reaching public radio audiences in the Baltimore area and beyond.
• AARPminorStrategic or Co-development PartnerCollaboration on age-inclusive workforce initiatives. AARP promotes the value of experienced employees through Employer Pledge Program and synergies with AIMS Colorado project.
• MercerminorStrategic or Co-development PartnerRick Guzzo, Partner & Co-Founder of Mercer's Workforce Sciences Institute, participated in AIMS Colorado conferences to share research on age and performance in the workplace.
• Milken Institute Center for the Future of AgingminorStrategic or Co-development PartnerPaul Irving, Chairman of the Center, served as keynote speaker at AIMS Colorado conference. Catherine Collinson serves on the leadership council of this center.

Scale indicators10 records

Recent moves9 records

Expansion highlights4 records

Direct peers

• Employee Benefit Research Institute (EBRI): Nonprofit research organization focused on employee benefit programs including retirement, health, and economic security. Directly comparable to Transamerica Institute in mission, funding structure (industry-funded), and survey/research output on retirement readiness.
• Insured Retirement Institute (IRI): Trade association representing the retirement industry that produces research, advocacy, and education on annuities, individual retirement accounts, and retirement income planning. Closely comparable to Transamerica Institute in topic focus and industry-funded nonprofit model.
• Center for Retirement Research at Boston College: Academic research center producing widely cited analyses on Social Security, retirement income, and workforce aging. Comparable in producing authoritative retirement research but operates from a university setting rather than as an industry-funded nonprofit.
• National Institute on Retirement Security (NIRS): Nonprofit research and education organization focused on retirement policy, particularly public sector and workplace retirement plans. Closely comparable to Transamerica Institute as a nonprofit producing research to inform retirement policy debates.
• Women's Institute for a Secure Retirement (WISER): Nonprofit focused on women's retirement security, financial literacy, and advocacy. Directly comparable in producing educational content and research on retirement readiness, particularly for women — a segment Transamerica Institute also targets with annual women's outlook reports.
• FINRA Investor Education Foundation: Nonprofit foundation funding independent research on financial literacy and capability across U.S. adults. Comparable as a research-funding foundation focused on financial education, though its scope is broader than retirement alone.
• Pension Research Council (Wharton School): Academic research forum at Wharton producing scholarship on pensions, retirement security, and aging. Comparable in publishing authoritative research on retirement policy, with a more academic orientation than Transamerica Institute's industry-funded approach.

Broad incumbents

• AARP: Massive nonprofit advocacy organization for Americans 50+ that produces extensive research, policy work, and educational content on retirement, health, and aging. Broader and larger than Transamerica Institute but operates in the same space and is a confirmed collaboration partner.

Emerging players

• Milken Institute Center for the Future of Aging: Think tank producing research and convenings on aging, longevity, and age-inclusive economic policy. Comparable in producing research and convening stakeholders on aging workforce issues; Catherine Collinson serves on its leadership council, indicating direct relationship.
• The SCAN Foundation: Independent public charity focused on improving health care quality for older adults through research and policy. Comparable as a nonprofit foundation producing research and educational content on aging and health — areas Transamerica Institute also covers via Transamerica Center for Health Studies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/TI_insights
• YouTubeyoutube.com/TransamericaInstitute
• Facebookfacebook.com/TransamericaInstitute
• LinkedInlinkedin.com/company/transamerica-institute

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Transamerica Institute