RESEARCH |

2024
PLANADVISER Retirement Plan Adviser Survey

The 2024 Retirement Plan Adviser Survey sheds light on the criteria that advisers prioritize in fund and recordkeeper selection and reveals which companies advisers most like to work with.

Reported by PLANADVISER
PLANADVISER Retirement Plan Adviser Survey
Providers
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Providers

Transamerica Retirement Solutions

Qualified plan adviser votes37
Overall Perception Among Qualified Advisers
Very favorable24%
Somewhat favorable22%
Not favorable54%
Plan Adviser Experience with Provider
Worked with many times13%
Worked with several times18%
Worked with a few times23%
Worked with once46%
Highest Rated Areas of Service
Service to MEPs or PEPs7 votes
Payroll integration5 votes
Adviser sales and marketing support4 votes
Plan design flexibility and customization4 votes
Fee clarity, accounting, disclosure or benchmarking3 votes
Fee structure for advisers3 votes
Overall service to midsize plans (>$50mm – $200mm)3 votes
Overall service to small plans ($5mm – $50mm)3 votes
Plan sponsor website, analytics or reporting3 votes
Quality and consistency of client service teams3 votes
Value for price of recordkeeping services3 votes