RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

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ADP Retirement Services

Qualified plan adviser votes135
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable14%
Somewhat favorable44%
Not favorable39%
No opinion3%
Plan adviser experience with provider
Worked with many times46%
Worked with a few times37%
Worked with once10%
Never worked with6%
Top 10 service categories
1  Overall service to micro plans20 votes
2  Overall service to small plans6 votes
3  Adviser support post-sale5 votes
3  Fee structure for advisers5 votes
3  Value for price5 votes
6  Plan sponsor support4 votes
7  Wholesalers3 votes
7  Value-added adviser services3 votes
9  Adviser sales/marketing support2 votes
10  Participant education materials1 vote

ARCHIVE

Retirement Plan Adviser Survey

Many Facets of Value: When selecting investment managers, advisers' top concern is performance, whereas when choosing a recordkeeper, value for price is top of mind.