RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Providers
Empower Retirement
| Qualified plan adviser votes | 231 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 56% | ||
| Somewhat favorable | 36% | ||
| Not favorable | 7% | ||
| No opinion | 1% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 55% | ||
| Worked with a few times | 30% | ||
| Worked with once | 7% | ||
| Never worked with | 7% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Value for price | 59 votes | ||
| 2 Overall service to small plans | 50 votes | ||
| 3 Wholesalers | 44 votes | ||
| 4 Fee structure for advisers | 41 votes | ||
| 5 Adviser support post-sale | 39 votes | ||
| 6 Overall service to midsize plans | 38 votes | ||
| 7 Plan participant support | 37 votes | ||
| 7 Adviser sales/marketing support | 37 votes | ||
| 9 Overall service to micro plans | 36 votes | ||
| 10 Participant educational materials | 33 votes | ||