RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

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Paychex

Qualified plan adviser votes106
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable1%
Somewhat favorable30%
Not favorable63%
No opinion6%
Plan adviser experience with provider
Worked with many times35%
Worked with a few times42%
Worked with once13%
Never worked with10%
Top 10 service categories
1  Overall service to micro plans2 votes
1  Fee structure for advisers2 votes
3  Value-added adviser services1 vote
3  Adviser support post-sale1 vote
3  Wholesalers1 vote
3  Value for price1 vote
3  Plan participant support1 vote
3  Overall service to small plans1 vote
3  Supporting materials1 vote
3  Adviser sales/marketing support1 vote

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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.