RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Providers
Principal Financial Group
| Qualified plan adviser votes | 233 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 33% | ||
| Somewhat favorable | 46% | ||
| Not favorable | 20% | ||
| No opinion | 1% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 46% | ||
| Worked with a few times | 42% | ||
| Worked with once | 9% | ||
| Never worked with | 4% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Plan participant support | 32 votes | ||
| 2 Participant educational materials | 30 votes | ||
| 3 Overall service to small plans | 29 votes | ||
| 3 Plan sponsor support | 29 votes | ||
| 5 Adviser support post-sale | 27 votes | ||
| 6 Supporting materials | 26 votes | ||
| 7 Overall service to micro plans | 25 votes | ||
| 8 Plan sponsor educational materials | 24 votes | ||
| 9 Wholesalers | 22 votes | ||
| 10 Value-added adviser services | 20 votes | ||