RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Providers
Transamerica Retirement Solutions
| Qualified plan adviser votes | 190 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 37% | ||
| Somewhat favorable | 47% | ||
| Not favorable | 14% | ||
| No opinion | 2% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 37% | ||
| Worked with a few times | 42% | ||
| Worked with once | 13% | ||
| Never worked with | 9% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Wholesalers | 19 votes | ||
| 1 Overall service to small plans | 19 votes | ||
| 3 Adviser support post-sale | 16 votes | ||
| 4 Adviser sales/marketing support | 15 votes | ||
| 4 Plan sponsor support | 15 votes | ||
| 6 Overall service to midsize plans | 13 votes | ||
| 6 Overall service to micro plans | 13 votes | ||
| 8 Plan participant support | 12 votes | ||
| 9 Overall service to large plans | 10 votes | ||
| 9 Plan sponsor educational materials | 10 votes | ||