RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

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Newport Group

Qualified plan adviser votes78
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable19%
Somewhat favorable41%
Not favorable23%
No opinion17%
Plan adviser experience with provider
Worked with many times19%
Worked with a few times27%
Worked with once19%
Never worked with34%
Top 10 service categories
1  Overall service to small plans5 votes
2  Overall service to micro plans4 votes
3  Fee structure for advisers3 votes
3  Value for price3 votes
5  Wholesalers2 votes
6  Plan sponsor support1 vote
6  Value-added adviser services1 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.