2015 Retirement Plan Adviser Survey


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Nationwide Financial

Qualified plan adviser votes159
Overall perception among plan advisers
Very favorable11.5%
Somewhat favorable22.1%
Not favorable39.7%
No opinion26.0%
Plan adviser experience with provider
Worked with many times27.6%
Worked with a few times33.3%
Worked with once14.6%
Never worked with24.4%
Top 10 service categories
1  Supporting materials4 votes
1  Adviser support post-sale4 votes
3  Wholesalers3 votes
3  Overall service to micro plans3 votes
5  Overall service to small plans2 votes
5  Plan participant support2 votes
5  Plan sponsor education materials2 votes
5  Fee structure for advisers2 votes
9  Adviser sales/marketing support1 vote
9  Value-added adviser services1 vote


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.