2015
Retirement Plan Adviser Survey

Arguably, retirement plan advisers have a better—or at least
a more comparative—perspective than their plan sponsor clients about the
relative strength of products and services offered by investment and
recordkeeping providers. After all, advisers can—and usually do—work with many
of them concurrently. The 2015 Retirement Plan Adviser Survey, our eighth,
endeavors to gain insight from the adviser community about how providers and
funds are selected, and which are the favorites each year.

Providers

Providers

Transamerica Retirement Solutions

Qualified plan adviser votes225
Overall perception among plan advisers
Very favorable37.9%
Somewhat favorable44.7%
Not favorable11.8%
No opinion5.0%
Plan adviser experience with provider
Worked with many times38.5%
Worked with a few times38.5%
Worked with once13.7%
Never worked with9.3%
Top 10 service categories
1  Plan sponsor education materials15 votes
2  Adviser sales/marketing support13 votes
3  Wholesalers12 votes
4  Plan sponsor support11 votes
4  Overall service to micro plans11 votes
6  Value for price9 votes
6  Adviser support post-sale9 votes
6  Value-added adviser services9 votes
6  Fee structure for advisers9 votes
6  Participant education materials9 votes