Art by Muhammad MustafaArt by Muhammad Mustafa

Providers

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Transamerica Retirement Solutions

Qualified plan adviser votes118
Overall perception among plan advisers
Very favorable26%
Somewhat favorable38%
Not favorable31%
No opinion4%
Plan adviser experience with provider
Worked with many times43%
Worked with a few times38%
Worked with once14%
Never worked with5%
Top 10 service categories
Adviser sales/marketing support12 votes
Value for price7 votes
Plan participant support7 votes
Plan sponsor education materials7 votes
Wholesalers6 votes
Overall service to midsize plans6 votes
Overall service to large plans6 votes
Plan sponsor client service5 votes
Overall service to small plans4 votes
Participant education materials4 votes

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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.