RESEARCH

2017 PLANADVISER Retirement Plan Adviser Survey

Providers

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TIAA

Qualified plan adviser votes65
OVERALL PERCEPTION AMONG QUALIFIED ADVISERS
Very favorable18%
Somewhat favorable37%
Not favorable40%
No opinion5%
Plan adviser experience with provider
Worked with many times27%
Worked with a few times28%
Worked with once17%
Never worked with28%
Top 10 service categories
1  Reputation3 votes
2  Value-added adviser services2 votes
2  Overall service to midsize plans2 votes
4  Adviser support post-sale1 vote
4  Wholesalers1 vote
4  Overall service to mega plans1 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.