RESEARCH |
2018
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Muhammad Mustafa
Providers
Transamerica Retirement Solutions
| Qualified plan adviser votes | 118 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 26% | ||
| Somewhat favorable | 38% | ||
| Not favorable | 31% | ||
| No opinion | 4% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 43% | ||
| Worked with a few times | 38% | ||
| Worked with once | 14% | ||
| Never worked with | 5% | ||
| Top 10 service categories | |||
|---|---|---|---|
| Adviser sales/marketing support | 12 votes | ||
| Value for price | 7 votes | ||
| Plan participant support | 7 votes | ||
| Plan sponsor education materials | 7 votes | ||
| Wholesalers | 6 votes | ||
| Overall service to midsize plans | 6 votes | ||
| Overall service to large plans | 6 votes | ||
| Plan sponsor client service | 5 votes | ||
| Overall service to small plans | 4 votes | ||
| Participant education materials | 4 votes | ||