2013
PLANADVISER Retirement Plan Adviser Survey

Advisers reveal their favorite retirement plan partners

Providers

Providers

Transamerica Retirement Solutions

Qualified plan adviser votes158
Overall perception among plan advisers
Very favorable39.2%
Somewhat favorable43.7%
Not favorable15.8%
No opinion1.3%
Plan adviser experience with provider
Worked with many times26.6%
Worked with a few times39.0%
Worked with once14.5%
Never worked with19.9%
Top 10 service categories
1  Overall service to micro plans19 votes
2  Overall service to small plans15 votes
3  Adviser support post-sale14 votes
4  Adviser sales/marketing support12 votes
5  Plan sponsor support11 votes
6  Supporting materials8 votes
7  Reputation7 votes
8  Wholesalers7 votes
9  Plan sponsor education materials6 votes
10  Plan participant support6 votes