RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Providers
John Hancock Retirement Plan Services
| Qualified plan adviser votes | 220 |
| Overall perception among plan advisers | |||
|---|---|---|---|
| Very favorable | 28% | ||
| Somewhat favorable | 49% | ||
| Not favorable | 21% | ||
| No opinion | 2% | ||
| Plan adviser experience with provider | |||
|---|---|---|---|
| Worked with many times | 50% | ||
| Worked with a few times | 36% | ||
| Worked with once | 9% | ||
| Never worked with | 5% | ||
| Top 10 service categories | |||
|---|---|---|---|
| 1 Overall service to micro plans | 29 votes | ||
| 2 Participant educational materials | 23 votes | ||
| 3 Adviser sales/marketing support | 19 votes | ||
| 4 Plan participant support | 18 votes | ||
| 5 Supporting materials | 16 votes | ||
| 5 Plan sponsor educational materials | 16 votes | ||
| 7 Wholesalers | 15 votes | ||
| 7 Value-added adviser services | 15 votes | ||
| 9 Overall service to small plans | 13 votes | ||
| 9 Adviser support post-sale | 13 votes | ||