RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

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Prudential Retirement

Qualified plan adviser votes91
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable37%
Somewhat favorable45%
Not favorable14%
No opinion3%
Plan adviser experience with provider
Worked with many times23%
Worked with a few times33%
Worked with once11%
Never worked with32%
Top 10 service categories
1  Overall service to midsize plans11 votes
2  Participant education materials7 votes
3  Supporting materials6 votes
3  Plan sponsor support6 votes
5  Adviser sales/marketing support5 votes
5  Wholesalers5 votes
7  Plan participant support4 votes
7  Plan sponsor education materials4 votes
7  Overall service to small plans4 votes
7  Value for price4 votes

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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.