RESEARCH

2014 Retirement Plan Adviser Survey

Providers

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John Hancock Retirement Plan Services

Qualified plan adviser votes184
Overall perception among plan advisers
Very favorable23.3%
Somewhat favorable37.5%
Not favorable28.1%
No opinion11.1%
Plan adviser experience with provider
Worked with many times42.8%
Worked with a few times37.6%
Worked with once9.2%
Never worked with10.5%
Top 10 service categories
1  Overall service to micro plans37 votes
2  Adviser sales/marketing support30 votes
2  Participant education materials30 votes
4  Plan participant support25 votes
5  Supporting materials22 votes
6  Plan sponsor education materials20 votes
7  Best wholesalers19 votes
7  Value added adviser services19 votes
9  Adviser support post-sale18 votes
10  Plan sponsor support16 votes

ARCHIVE

Retirement Plan Adviser Survey

Many Facets of Value: When selecting investment managers, advisers' top concern is performance, whereas when choosing a recordkeeper, value for price is top of mind.