RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Providers
Transamerica Retirement Solutions
| Qualified plan adviser votes | 158 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 39.2% | ||
| Somewhat favorable | 43.7% | ||
| Not favorable | 15.8% | ||
| No opinion | 1.3% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 26.6% | ||
| Worked with a few times | 39.0% | ||
| Worked with once | 14.5% | ||
| Never worked with | 19.9% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 19 votes | ||
| 2 Overall service to small plans | 15 votes | ||
| 3 Adviser support post-sale | 14 votes | ||
| 4 Adviser sales/marketing support | 12 votes | ||
| 5 Plan sponsor support | 11 votes | ||
| 6 Supporting materials | 8 votes | ||
| 7 Reputation | 7 votes | ||
| 8 Wholesalers | 7 votes | ||
| 9 Plan sponsor education materials | 6 votes | ||
| 10 Plan participant support | 6 votes | ||