RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Providers
Wells Fargo & Co.
| Qualified plan adviser votes | 94 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 24% | ||
| Somewhat favorable | 56% | ||
| Not favorable | 15% | ||
| No opinion | 5% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 19% | ||
| Worked with a few times | 30% | ||
| Worked with once | 12% | ||
| Never worked with | 38% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Plan sponsor support | 4 votes | ||
| 1 Overall service to midsize plans | 4 votes | ||
| 1 Reputation | 4 votes | ||
| 1 Overall service to large plans | 4 votes | ||
| 5 Overall service to small plans | 2 votes | ||
| 5 Participant educational materials | 2 votes | ||
| 5 Supporting materials | 2 votes | ||
| 5 Plan sponsor educational materials | 2 votes | ||
| 9 Value for price | 1 vote | ||
| 9 Overall service to micro plans | 1 vote | ||