Providers

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Transamerica Retirement Solutions

DC ASSETS
DC assets ($MM) $195,830
In plans with ≤ 50 participants 8%
In plans with >50–500 participants 16%
In plans with >500 participants 76%
PLANS
Total DC plans26,472
% serviced by Third Party Administrator51%
FEE STRUCTURES
Upfront commission (front-end load)
Finder's fee
Ongoing trail/commission
RIA fees/Hard-dollar fees
ERISA account/budget
SUPPORT SERVICES FOR ADVISERS
DC plan benchmarking
Access to ERISA counsel
Offers CE-eligible DC-specific training
Supports Advisor Managed Accounts
RELATIONSHIP MANAGEMENT (RM) TEAMS
Average case/client load (# plans/person)Varies1
Average tenure with recordkeeper12 years
Average years of experience in retirement21 years
Dedicated RMs for NQDC plans only?
Dedicated RMs for 403(b) plans only?
Dedicated RMs for 457 plans only?
Advisers given choice of RMs to support clients
NR = Not Reported. NA = Not Applicable.
1Transamerica's average caseload is 15 for plans under $100M and between 5-10 for plans over $100M.
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Recordkeeping Survey

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