RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

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Transamerica Retirement Solutions

Qualified plan adviser votes120
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable25%
Somewhat favorable44%
Not favorable28%
No opinion3%
Plan adviser experience with provider
Worked with many times36%
Worked with a few times39%
Worked with once15%
Never worked with9%
Top 10 service categories
1  Wholesalers13 votes
2  Overall service to midsize plans12 votes
3  Overall service to large plans9 votes
4  Adviser sales/marketing support8 votes
4  Supporting materials8 votes
4  Participant education materials8 votes
7  Adviser support post-sale7 votes
7  Plan participant support7 votes
9  Plan sponsor education materials6 votes
9  Overall service to small plans6 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.