RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Providers
Ascensus
| Qualified plan adviser votes | 188 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 15% | ||
| Somewhat favorable | 46% | ||
| Not favorable | 35% | ||
| No opinion | 4% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 41% | ||
| Worked with a few times | 35% | ||
| Worked with once | 14% | ||
| Never worked with | 9% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 23 votes | ||
| 2 Value for price | 19 votes | ||
| 3 Fee structure for advisers | 18 votes | ||
| 4 Wholesalers | 8 votes | ||
| 5 Value-added adviser services | 6 votes | ||
| 5 Overall service to small plans | 6 votes | ||
| 7 Adviser sales/marketing support | 4 votes | ||
| 7 Adviser support post-sale | 4 votes | ||
| 9 Plan sponsor support | 3 votes | ||
| 10 Participant educational materials | 2 votes | ||