RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

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Principal Financial Group

Qualified plan adviser votes149
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable32%
Somewhat favorable38%
Not favorable28%
No opinion1%
Plan adviser experience with provider
Worked with many times51%
Worked with a few times38%
Worked with once4%
Never worked with7%
Top 10 service categories
1  Plan participant support20 votes
2  Value-added adviser services19 votes
3  Participant education materials18 votes
4  Adviser support post-sale16 votes
4  Plan sponsor education materials16 votes
6  Overall service to micro plans15 votes
7  Supporting materials14 votes
8  Overall service to small plans13 votes
8  Adviser sales/marketing support13 votes
10  Plan sponsor support11 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.