2015 Retirement Plan Adviser Survey


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MassMutual Financial Group

Qualified plan adviser votes214
Overall perception among plan advisers
Very favorable30.7%
Somewhat favorable48.0%
Not favorable15.3%
No opinion6.0%
Plan adviser experience with provider
Worked with many times41.3%
Worked with a few times38.7%
Worked with once12.0%
Never worked with8.0%
Top 10 service categories
1  Overall service to small plans19 votes
2  Plan participant support17 votes
2  Participant education materials17 votes
4  Wholesalers16 votes
5  Plan sponsor education materials14 votes
6  Adviser sales/marketing support12 votes
6  Overall service to midsize plans12 votes
8  Fee structure for advisers11 votes
8  Supporting materials11 votes
10  Value-added adviser services10 votes


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.