RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Providers
Lincoln Financial
| Qualified plan adviser votes | 122 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 21% | ||
| Somewhat favorable | 51% | ||
| Not favorable | 25% | ||
| No opinion | 3% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 16% | ||
| Worked with a few times | 43% | ||
| Worked with once | 19% | ||
| Never worked with | 22% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Supporting materials | 5 votes | ||
| 2 Overall service to micro plans | 4 votes | ||
| 2 Participant educational materials | 4 votes | ||
| 2 Plan participant support | 4 votes | ||
| 5 Adviser sales/marketing support | 3 votes | ||
| 5 Wholesalers | 3 votes | ||
| 5 Value-added adviser services | 3 votes | ||
| 5 Reputation | 3 votes | ||
| 5 Value for price | 3 votes | ||
| 5 Overall service to midsize plans | 3 votes | ||