Providers
Transamerica Retirement Solutions
Qualified plan adviser votes | 147 |
Overall perception among plan advisers | |||
---|---|---|---|
Very favorable | 33.0% | ||
Somewhat favorable | 39.5% | ||
Not favorable | 12.0% | ||
No opinion | 15.5% |
Plan adviser experience with provider | |||
---|---|---|---|
Worked with many times | 33.2% | ||
Worked with a few times | 37.5% | ||
Worked with once | 13.5% | ||
Never worked with | 15.9% |
Top 10 service categories | |||
---|---|---|---|
1 Plan sponsor support | 23 votes | ||
2 Adviser support post-sale | 19 votes | ||
3 Fee structure for advisers | 18 votes | ||
3 Value added adviser services | 18 votes | ||
5 Best wholesalers | 17 votes | ||
6 Overall service to small plans | 16 votes | ||
6 Overall service to micro plans | 16 votes | ||
6 Plan sponsor education materials | 16 votes | ||
9 Plan participant support | 15 votes | ||
9 Overall service to midsize plans | 15 votes |