RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Providers
American Funds Distributors
| Qualified plan adviser votes | 197 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 37% | ||
| Somewhat favorable | 45% | ||
| Not favorable | 16% | ||
| No opinion | 2% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 37% | ||
| Worked with a few times | 47% | ||
| Worked with once | 7% | ||
| Never worked with | 8% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 20 votes | ||
| 2 Adviser sales/marketing support | 14 votes | ||
| 3 Supporting materials | 13 votes | ||
| 4 Participant educational materials | 12 votes | ||
| 4 Wholesalers | 12 votes | ||
| 6 Value for price | 11 votes | ||
| 7 Plan sponsor educational materials | 10 votes | ||
| 7 Reputation | 10 votes | ||
| 9 Value-added adviser services | 8 votes | ||
| 10 Fee structure for advisers | 6 votes | ||