RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Providers
TIAA
| Qualified plan adviser votes | 108 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 20% | ||
| Somewhat favorable | 35% | ||
| Not favorable | 43% | ||
| No opinion | 2% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 20% | ||
| Worked with a few times | 37% | ||
| Worked with once | 17% | ||
| Never worked with | 26% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Value-added adviser services | 4 votes | ||
| 1 Overall service to large plans | 4 votes | ||
| 3 Plan participant support | 3 votes | ||
| 4 Plan sponsor educational materials | 2 votes | ||
| 4 Wholesalers | 2 votes | ||
| 4 Overall service to mega plans | 2 votes | ||
| 7 Overall service to small plans | 1 vote | ||
| 7 Overall service to midsize plans | 1 vote | ||
| 7 Adviser support post-sale | 1 vote | ||
| 7 Supporting materials | 1 vote | ||