RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Providers
VALIC
| Qualified plan adviser votes | 56 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 6% | ||
| Somewhat favorable | 25% | ||
| Not favorable | 64% | ||
| No opinion | 5% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 7% | ||
| Worked with a few times | 26% | ||
| Worked with once | 14% | ||
| Never worked with | 52% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Wholesalers | 1 vote | ||
| 1 Adviser sales/marketing support | 1 vote | ||
| 1 Value-added adviser services | 1 vote | ||
| 1 Plan participant support | 1 vote | ||
| 1 Supporting materials | 1 vote | ||
| 1 Fee structure for advisers | 1 vote | ||
| 1 Overall service to small plans | 1 vote | ||
| 1 Adviser support post-sale | 1 vote | ||