RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

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Nationwide Financial

Qualified plan adviser votes73
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable16%
Somewhat favorable42%
Not favorable36%
No opinion5%
Plan adviser experience with provider
Worked with many times22%
Worked with a few times35%
Worked with once14%
Never worked with29%
Top 10 service categories
1  Supporting materials5 votes
1  Overall service to micro plans5 votes
3  Plan sponsor support4 votes
4  Wholesalers3 votes
4  Adviser sales/marketing support3 votes
4  Fee structure for advisers3 votes
7  Value-added adviser services2 votes
7  Adviser support post-sale2 votes
7  Reputation2 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.