RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Providers
MassMutual Financial Group
| Qualified plan adviser votes | 191 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 35% | ||
| Somewhat favorable | 47% | ||
| Not favorable | 16% | ||
| No opinion | 2% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 41% | ||
| Worked with a few times | 39% | ||
| Worked with once | 11% | ||
| Never worked with | 9% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Participant educational materials | 26 votes | ||
| 2 Overall service to small plans | 22 votes | ||
| 3 Wholesalers | 21 votes | ||
| 4 Plan participant support | 19 votes | ||
| 4 Plan sponsor support | 19 votes | ||
| 6 Plan sponsor educational materials | 18 votes | ||
| 7 Value-added adviser services | 16 votes | ||
| 8 Adviser support post-sale | 15 votes | ||
| 9 Adviser sales/marketing support | 13 votes | ||
| 9 Overall service to midsize plans | 13 votes | ||