RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Providers
OneAmerica
| Qualified plan adviser votes | 114 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 32% | ||
| Somewhat favorable | 50% | ||
| Not favorable | 17% | ||
| No opinion | 1% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 26% | ||
| Worked with a few times | 32% | ||
| Worked with once | 12% | ||
| Never worked with | 30% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to small plans | 9 votes | ||
| 2 Overall service to micro plans | 8 votes | ||
| 3 Plan sponsor support | 6 votes | ||
| 3 Adviser support post-sale | 6 votes | ||
| 5 Adviser sales/marketing support | 5 votes | ||
| 5 Wholesalers | 5 votes | ||
| 7 Plan participant support | 4 votes | ||
| 7 Participant educational materials | 4 votes | ||
| 9 Value for price | 3 votes | ||
| 9 Supporting materials | 3 votes | ||