RESEARCH

2014 Retirement Plan Adviser Survey

Providers

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Transamerica Retirement Solutions

Qualified plan adviser votes147
Overall perception among plan advisers
Very favorable33.0%
Somewhat favorable39.5%
Not favorable12.0%
No opinion15.5%
Plan adviser experience with provider
Worked with many times33.2%
Worked with a few times37.5%
Worked with once13.5%
Never worked with15.9%
Top 10 service categories
1  Plan sponsor support23 votes
2  Adviser support post-sale19 votes
3  Fee structure for advisers18 votes
3  Value added adviser services18 votes
5  Best wholesalers17 votes
6  Overall service to small plans16 votes
6  Overall service to micro plans16 votes
6  Plan sponsor education materials16 votes
9  Plan participant support15 votes
9  Overall service to midsize plans15 votes

ARCHIVE

Retirement Plan Adviser Survey

Many Facets of Value: When selecting investment managers, advisers' top concern is performance, whereas when choosing a recordkeeper, value for price is top of mind.