RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
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 | ||