Providers

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Transamerica Retirement Solutions LLC

DC ASSETS
Total DC assets ($MM) $204,725
DC Assets <$5MM10%
In plans with ≤10 participants2%
In plans with >10-50 participants6%
In plans with >50–500 participants 17%
In plans with >500 participants 74%
PLANS
Total DC plans26,386
DC plans <$5MM87%
In plans with ≤10 participants46%
In plans with >10-50 participants33%
In plans with >50-500 participants17%
In plans with >500 participants3%
% serviced by Third Party Administrator55%
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)Varies
Average tenure with recordkeeper13 years
Average years of experience in retirement22 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.

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Small Plan Services Survey