RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

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The Standard

Qualified plan adviser votes49
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable27%
Somewhat favorable41%
Not favorable22%
No opinion8%
Plan adviser experience with provider
Worked with many times17%
Worked with a few times24%
Worked with once20%
Never worked with39%
Top 10 service categories
1  Plan sponsor education materials3 votes
1  Overall service to small plans3 votes
1  Adviser support post-sale3 votes
1  Overall service to micro plans3 votes
5  Plan sponsor support2 votes
5  Adviser sales/marketing support2 votes
5  Value for price2 votes
5  Value-added adviser services2 votes
9  Supporting materials1 vote
9  Wholesalers1 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.