RESEARCH

2015 Retirement Plan Adviser Survey

Providers

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Wells Fargo & Co.

Qualified plan adviser votes146
Overall perception among plan advisers
Very favorable13.4%
Somewhat favorable34.6%
Not favorable11.0%
No opinion40.2%
Plan adviser experience with provider
Worked with many times19.0%
Worked with a few times28.1%
Worked with once10.7%
Never worked with42.1%
Top 10 service categories
1  Overall service to large plans4 votes
2  Overall service to small plans3 votes
2  Value for price3 votes
2  Participant education materials3 votes
2  Plan sponsor support3 votes
2  Adviser support post-sale3 votes
2  Reputation3 votes
2  Overall service to mega plans3 votes
9  Overall service to midsize plans2 votes
10  Wholesalers1 vote

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.