Transamerica Retirement Services ranked as one of the top retirement plan providers in a nationwide survey of 401(k) plan advisors.
The survey, conducted by Boston Research Group, polled 390 retirement advisors about their top three plan providers on satisfaction and loyalty. The "2011 Retirement Advisor Satisfaction and Loyalty Study" found that Transamerica exceeded the industry norm, with 15 excellent ratings out of 17 individual satisfaction drivers measured. It excelled at:
|- Overall satisfaction
- Compensation
- Partners with you for success
- Quality of the marketing materials
- Willingness to participate in sales presentations and events
- Marketing assistance
- Wholesaler accessibility/availability/responsiveness
- Providing practice management tools and information
- Presentation skills
- Internal wholesalers' ability to resolve problems
- Fund performance of proprietary investments
- Making it easy to do business with them
- Pricing flexibility to allow you to effectively compete
- Strength of local service team
- A thought leader in the 401(k) industry
"At Transamerica, we remain focused on providing innovative products, services and technologies to financial advisors and their clients," said Stig Nybo, president of Transamerica Retirement Services. "The impressive ratings from the Boston Research Group study are a reflection of our ongoing commitment to providing value to financial advisors through the entire sales and service experience, and how we can help them grow and strengthen their retirement plan business."
Transamerica Retirement Services Corporation, which is headquartered in Los Angeles, designs customized retirement plan solutions to meet the unique needs of small- to mid-sized businesses.
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