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Practice Management

White Papers & Research


2019 Value of an Advisor Study - How Can Tax-Smart Advisors Provide Maximum Value? 

This 2019 annual report looks holistically at the real value advisors deliver for their clients, in their portfolios, in vital services advisors provide, and this year, especially in their after-tax returns.  2019 Value of an Advisor Study


Improving Retirement Savings for America’s Public Educators

This 2018 NTSA white paper examines the impact of participant choice of investment providers in 403(b) plans, and further looks at the extent to which school district employees want choices in their 403(b) plans and the positive impact choice has on participation and savings rates.  


Transamerica’s Retirement Plans in Institutions of Higher Education

This report released in 2017 presents results of a survey of 249 plan sponsors at institutions of Higher Education conducted in May 2016. More than three-quarters of the sample (77%) is made up of four-year colleges or universities.