RESEARCH |
2017
PLANADVISER Retirement Plan Adviser Survey
When choosing recordkeepers and investment managers, advisers focus on their preferred firms
Reported by PLANADVISER
| Art by Red Nose Studio
Providers
Transamerica Retirement Solutions
| Qualified plan adviser votes | 120 |
| OVERALL PERCEPTION AMONG QUALIFIED ADVISERS | |||
|---|---|---|---|
| Very favorable | 25% | ||
| Somewhat favorable | 44% | ||
| Not favorable | 28% | ||
| No opinion | 3% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 36% | ||
| Worked with a few times | 39% | ||
| Worked with once | 15% | ||
| Never worked with | 9% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Wholesalers | 13 votes | ||
| 2 Overall service to midsize plans | 12 votes | ||
| 3 Overall service to large plans | 9 votes | ||
| 4 Adviser sales/marketing support | 8 votes | ||
| 4 Supporting materials | 8 votes | ||
| 4 Participant education materials | 8 votes | ||
| 7 Adviser support post-sale | 7 votes | ||
| 7 Plan participant support | 7 votes | ||
| 9 Plan sponsor education materials | 6 votes | ||
| 9 Overall service to small plans | 6 votes | ||