RESEARCH

2015 Retirement Plan Adviser Survey

Providers

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Transamerica Retirement Solutions

Qualified plan adviser votes225
Overall perception among plan advisers
Very favorable37.9%
Somewhat favorable44.7%
Not favorable11.8%
No opinion5.0%
Plan adviser experience with provider
Worked with many times38.5%
Worked with a few times38.5%
Worked with once13.7%
Never worked with9.3%
Top 10 service categories
1  Plan sponsor education materials15 votes
2  Adviser sales/marketing support13 votes
3  Wholesalers12 votes
4  Plan sponsor support11 votes
4  Overall service to micro plans11 votes
6  Value for price9 votes
6  Adviser support post-sale9 votes
6  Value-added adviser services9 votes
6  Fee structure for advisers9 votes
6  Participant education materials9 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.