RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

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OneAmerica

Qualified plan adviser votes69
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable22%
Somewhat favorable48%
Not favorable20%
No opinion10%
Plan adviser experience with provider
Worked with many times26%
Worked with a few times22%
Worked with once14%
Never worked with39%
Top 10 service categories
1  Value-added adviser services4 votes
1  Adviser support post-sale4 votes
3  Wholesalers3 votes
4  Overall service to micro plans2 votes
5  Fee structure for advisers1 vote
5  Value for price1 vote
5  Participant education materials1 vote
5  Plan participant support1 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.