RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

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MassMutual Financial Group

Qualified plan adviser votes135
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable26%
Somewhat favorable55%
Not favorable19%
No opinion1%
Plan adviser experience with provider
Worked with many times35%
Worked with a few times45%
Worked with once10%
Never worked with10%
Top 10 service categories
1  Participant education materials13 votes
2  Plan sponsor education materials12 votes
3  Overall service to midsize plans11 votes
3  Plan sponsor support11 votes
5  Value-added adviser services8 votes
5  Supporting materials8 votes
5  Plan participant support8 votes
8  Wholesalers7 votes
8  Overall service to small plans7 votes
8  Adviser support post-sale7 votes

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.