RESEARCH

2015 Retirement Plan Adviser Survey

Providers

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John Hancock Retirement Plan Services

Qualified plan adviser votes169
Overall perception among plan advisers
Very favorable19.8%
Somewhat favorable46.7%
Not favorable27.5%
No opinion6.0%
Plan adviser experience with provider
Worked with many times46.7%
Worked with a few times41.9%
Worked with once4.2%
Never worked with7.2%
Top 10 service categories
1  Overall service to micro plans25 votes
2  Participant education materials13 votes
3  Adviser sales/marketing support9 votes
4  Plan participant support8 votes
4  Plan sponsor support8 votes
6  Plan sponsor education materials7 votes
6  Overall service to small plans7 votes
8  Wholesalers6 votes
8  Adviser support post-sale6 votes
10  Supporting materials5 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.