Retirement plan advisors’ top five concerns include new disclosure rules, market volatility, finding greater flexibility and customization in plans, measuring a given plan’s success and an expected redefinition of fiduciary status. Those are the results from a national listening tour conducted by Transamerica Retirement Services.

“We met with retirement plan advisors form across the country to discuss the top challenges and opportunities currently facing their clients,” Jason Crane, senior vice president and national sales director for Transamerica, said in a statement. In addition to a focus on guiding clients through volatile markets, “plan advisors confirmed that they require flexibility from retirement plan providers to meet their clients’ needs in this ever-changing environment,” Crane said.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access