RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Providers
CUNA Mutual Group
| Qualified plan adviser votes | 61 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 21% | ||
| Somewhat favorable | 61% | ||
| Not favorable | 16% | ||
| No opinion | 2% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 13% | ||
| Worked with a few times | 20% | ||
| Worked with once | 24% | ||
| Never worked with | 43% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 9 votes | ||
| 2 Adviser support post-sale | 5 votes | ||
| 2 Value for price | 5 votes | ||
| 4 Plan sponsor support | 4 votes | ||
| 4 Plan participant support | 4 votes | ||
| 4 Overall service to small plans | 4 votes | ||
| 4 Value-added adviser services | 4 votes | ||
| 4 Participant educational materials | 4 votes | ||
| 9 Fee structure for advisers | 3 votes | ||
| 9 Supporting materials | 3 votes | ||