RESEARCH

2015 Retirement Plan Adviser Survey

Providers

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Voya Financial

Qualified plan adviser votes182
Overall perception among plan advisers
Very favorable14.9%
Somewhat favorable39.0%
Not favorable24.8%
No opinion20.6%
Plan adviser experience with provider
Worked with many times32.4%
Worked with a few times39.7%
Worked with once9.6%
Never worked with18.4%
Top 10 service categories
1  Wholesalers10 votes
2  Overall service to small plans9 votes
3  Value for price8 votes
3  Overall service to micro plans8 votes
5  Plan participant support6 votes
5  Participant education materials6 votes
7  Plan sponsor support5 votes
7  Adviser sales/marketing support5 votes
9  Fee structure for advisers4 votes
10  Adviser support post-sale3 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.